The Estate Planning Council of Toronto


2021/2022 MEETINGS

Meetings will be held virtually over Zoom, until further notice, with an opportunity to ask the speaker(s) questions. To bring added value to our existing and new members this season, we will feature an appetizer speaker or networking session and a main course speaker where noted. The virtual sessions will be held from 6:30 p.m. - 8:00 p.m. (Please refer to the meeting schedule as below). The virtual sessions will be recorded and accessible to members for post-view.

Meeting registration begins two weeks before the meeting. You will receive notices via email for registration. You may also register for a meeting by logging in to your member account. Cancellations are accepted until Midnight on the Sunday before a meeting.

Instructions on member and guest registration are available at the link below:

https://www.epctoronto.ca/how-to-register

Time of Meeting: 6:30 - 8:00 p.m. presented via Zoom

    • 5 Oct 2021
    • 6:30 PM - 8:00 PM
    • Online
    Registration is closed

    Date & Time:
    October 5th, 2021, 6:30 pm via Zoom

    Program:
    6:30 - 6:59  Welcome, the introduction of guests, networking
    7:00 - 8:00 Topic:  The Intersection between Estate Law and Family Law
    Speakers Karon C. Bales and Jessica Feldman, Bales Beall LLP

    Registration:
    To register, please click on the buttons in the emailed notices, or go to https://www. epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.

    Registration deadline is Midnight, Sunday, October 3, 2021.

    Zoom Meeting Link:
    You will receive the Zoom link, meeting ID and passcode in the Meeting Registration Confirmation email.

    Guests:
    Unlimited free guests can be registered for all virtual sessions.

    If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.

Tuesday, October 5, 2021

Topic:  The Intersection between Estate Law and Family Law
Speakers:  Karon C. Bales and Jessica Feldman, Bales Beall LLP

Tuesday, November 2, 2021

Topic:  Strategic Philanthropy
Speaker:  Mark Halpern, WEALTHInsurance.com Inc.

Tuesday, December 7, 2021

Topic:  Wine Tasting Social
Speakers: TBD

Tuesday, January 11, 2022

Topic:  Tips and Trap Involving Insurance in Estate Planning
Speakers:  TBD

Tuesday, February 1, 2022

Topic:  Q&A with Financial Institutions
Speakers:  Jag Gandhi, Gluskin Sheff & Robin Spurr, CIBC

Tuesday, March 1, 2022

Topic:  Estate Planning in the Modern Family
Speaker:  Darren Lund, Miller Thomson LLP

Tuesday, April 5, 2022

Topic:  Advising Family Enterprises
Speaker:  Chris Delaney, Family Enterprise Architect and Author

Tuesday, May 3, 2022

Topic:  Tax Planning Update
Speaker:  Alex Klyguine, Taxpayer Law

Powered by Wild Apricot Membership Software