2018 / 2019 Season

Monday, November 5, 2018 - Joint Meeting

Annual joint meeting with Estate Planners' Council of Hamilton and Estate Planning Council of Mississauga.  Hosted this year by Estate Planning Council of Mississauga - please note reception starts at 5pm, dinner at 6pm

 

"Topics

  • How changes in the new Graduated Rate Estate regime will affect charitable bequest administration
  • Top trends and insights for working with clients who are engaged in philanthropy
  • Business development and charitable organizations – estate planning and legacy giving"

 

Speaker

Paul Nazareth, VP Education & Development, Canadian Association of Gift Planners (CAGP)

 

Location

Credit Valley Golf Club

Thursday, January 17, 2019

Member Social

 

Speaker

TBD

 

Location

Oakville Golf Club

Thursday, February 21, 2019

TBD

 

Speaker

TBD

 

 

Location

Oakville Golf Club

Thursday, March 28, 2019

Budget Update

 

Speaker

Richard Rizzo (Bateman MacKay LLP)

 

Location

Oakville Golf Club

Thursday, April 18, 2019

"Legal Update"

 

Speaker

Justin de Vries (de Vries Litigation)

 

Location

Oakville Golf Club

Tuesday, May 14, 2019

TBD

 

Speaker

TBD

 

Location

Oakville Golf Club

Agenda

5:30 p.m. | Cocktails

6:00 p.m. | Dinner

6:45 p.m. | Guest Speaker

Location: Oakville Golf Club