Meeting registration opens two weeks prior to the meeting date. Changes and cancellations are accepted until 4:00 pm on the Thursday before a meeting.
Meetings are held via Zoom at 5:00 pm, except the October 27th meeting.
View past topics and speakers (since October 1999)
October 27, 2020
Topic: Strategies for Advisors to Thrive Amid COVID Disruption (includes AGM)
Time:
4:45 pm Opening remarks and AGM
5:00 pm Speaker
Speaker:
Jim Harris, Author of ‘Blindsided’ and ‘The Learning Paradox’
November 24, 2020
Topic: Telling the Perfect Story – the Key to Understanding Legacy Giving. A joint session with the Canadian Association of Gift Planners (CAGP).
Time: 5:00 pm
Speakers:
Fraser Green, Chief Strategist & Smartypants, Good Works Co. and Serena Hak, Associate, Stonegate Private Counsel
January 26, 2021*
Topic: Hot Tax Tips for 2021!
Time: Noon start time
Speaker:
Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC
February 23, 2021
Topic: To Be Confirmed
Time: 5:00 pm
Speaker:
To Be Confirmed
April 6, 2021
Topic: To Be Confirmed
Time: 5:00 pm
Speaker:
To Be Confirmed
May 4, 2021
Topic: To Be Confirmed
Time: 5:00 pm
Speaker:
To Be Confirmed
June – Date To be Confirmed
Topic: To Be Confirmed
Time: 5:00 pm
Speaker:
To Be Confirmed