EPCOH meets every first Wednesday of the month in accordance with our meeting schedule. The format of our meetings is generally:
Agenda
5:30 p.m. | Cash Bar & Networking
6:00 p.m. | Dinner
6:45 p.m. | Guest Speaker
8:00 p.m. | Conclusion
Members are encouraged to bring business cards for networking opportunities and guests (separate charge for guests applies).
2024 – 2025 Season
Please click on the date below, to register for that specific meeting!
Disclaimer: EPCOH reserves the right to substitute topics in the event the speaker becomes unavailable.
Annual General Meeting
Keynote Speaker: Jasmine Sweatman
“Incapacity Planning and the POA Registry: How to Support and Protect the SDM”
US-Canada Cross Border Update
Speaker: David Luzon (JD)US
Tri-Chapter Meeting
Hosted by Estate Planners Council of Hamilton
Post Mortem Planning and Corporate Owned Life Insurance
Speaker: Hemal Balsara, CPA, CA CFP, TEP, FEA
5:30 pm – 7:30 pm
Location: Liuna Station, 360 James Street North, Hamilton, ON, L8L 1H5
Navigating the Disability Tax Credit
Speaker: Christine Brunsden, TEP EPC MFA-P
Current Trends in the Funeral Industry – What’s New?
Speaker: Sarah Sunnucks, Certified Funeral Director
Estate Planning Opportunities in the Era of Extreme Taxation
Speaker: Matthew Stevenson, Financial Advisor
Legal Updates for Estate and Trusts
Speaker: Justin de Vries, LLB
Member Roundtable & Social Event