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
View past topics and speakers (since October 1999)
October 26, 2021
Topic: Has Financial Planning Hijacked Life Planning? (includes AGM)
Time: 4:45 pm
Speaker:
Dr. Amy D’Aprix
November 30, 2021
Topic: The Impact of Low Interest Rates on Charities and Endowments.
This is a joint meeting with the Canadian Association of Gift Planners (CAGP)
Time: 5:00 pm
Speakers:
JoAnne Mulligan, Vice President, Connor, Clark & Lunn Private Capital, Angela Huck, Vice President, Connor, Clark & Lunn Private Capital, and Steve Gibson, Vice President, Connor Clark & Lunn Private Capital
January 25, 2022
Topic: To be confirmed
Time: 5:00 pm
Speaker: To be confirmed
February 22, 2022
Topic: To be confirmed
Time: 5:00 pm
Speaker: To be confirmed
April 5, 2022
Topic: To be confirmed
Time: 5:00 pm
Speaker: To be confirmed
May 3, 2022
Topic: To be confirmed
This is a joint meeting with the CBA Wills, Estates and Trusts Section.
Time: 5:00 pm
Speaker: To be confirmed
June 7, 2022
Topic: To be confirmed
Time: 5:00 pm
Speaker: To be confirmed