ESTATE PLANNING CONFERENCE AGENDA

JOIN US FOR THIS EXCITING TWO DAY EVENT

TUESDAY OCTOBER 30th & WEDNESDAY, OCTOBER 31st

THIS TWO DAY CONFERENCE OFFERS A MIX OF CASE STUDIES, PLENARY SESSIONS, DISCUSSION PANELS AND KEY NOTE PRESENTATIONS.

CE CREDITS, INCLUDING AN ETHICS CREDIT, WILL BE PROVIDED

WE WILL ALSO BE HOSTING A WINE AND CHEESE RECEPTION AT THE END OF DAY ONE AND INVITE ADVISORS TO TAKE ADVANTAGE OF THIS GREAT OPPORTUNITY TO CONNECT WITH AND CATCH UP WITH COLLEAGUES AND FRIENDS.

 

DAY ONE*Tuesday, October 30, 2018
7:30 amRegistration Opens/Hot Breakfast
8:30amWelcome, Introductions & Opening Comments
Izumi Miki McGruer, Dir. Business Development, Freedom 55 Financial
8:45 amPlenary 1
“What has happened to the Estate Planning Landscape in the past year?” The 2018 Update
Rose Shawlee, Partner, Richards Buell Sutton LLP
9:30 amPlenary 2
Death & Estate Returns; Dancing with the CRA Devil
Dagmar Zanic, CPA, CA, Manning Elliott LLP
10:15 amBREAK
10:30amCASE STUDY 1:
“The House of El”
Moderator: Izumi Miki McGruer, Freedom 55 Financial
Panelists: Brian McGuire, Investment Specialist & Financial Planner, Scotiabank, Richard Bell, Bell Alliance, Arthur Azuna, D & H Group.
12:00 pmLUNCH
12:45 pmPlenary 3
Travelling through the Cloud; Navigating Digital Assets
Richard Weiland, Partner, Clark Wilson LLP
1:30 pmPlenary 4
When Bad Taxes Happen to Good People
Sheryne Mecklai, CPA, CA, TEP, Manning Elliott LLP

2:15 pmBREAK
2:30 pmPlenary 5
Then, Now and Everything In Between
Speaker: Chuck Grossholz, B.Com, CFP, Optimum Strategies Inc,
3:00 pmPlenary 6
“ Battle Royale – Round 2” - WESA Litigator vs. Solicitor
Gord Behan, Litigator vs. Geoff White, Solicitor, Clark Wilson LLP
4:00 pmAdvocis News & Events Julie Kwan, Programs Chair, Advocis Vancouver
4:15 pmClosing Comments and Day One Wrap Up*
Izumi Miki McGruer & Mark Schulhof, Conference Planning Committee
4:30 - 6:00 pmWine & Cheese Reception

DAY TWO*Wednesday, October 31, 2018
7:30 amRegistration Opens/Hot Breakfast
8:30amWelcome, Introductions & Recap of Day One
Izumi Miki McGruer, Dir. Business Development, Freedom 55 Financial
8:45 amPlenary 6

The Changing Insurance World: What's Gone & What's Left? & Family Estate Plans

Doug Markewich, CLU, CH.F.C., TEP, HDP, The Family Wealth & Unity Plan
9:30 amPlenary 7
Planning 101 Part 1 – Time for Learning: Financial Literacy for Kids
Bobby Ning, Managing Director and Co-Founder of Financial Literacy Counsel Inc.
10:15 amBREAK
10:30amPlenary 8
Planning 101 Part 2 – Time for Action: Bringing the Next Generation to the Table Jessica Y. Lo, Lindsay Kenney LLP, Lawyer TEP

11:15 amCASE STUDY 2:
Indecent Proposal
Moderator: Sheryne Mecklai, CPA, CA, TEP, Manning Elliott LLP
Panelists: Vince McKay, Financial Advisor, Essential Financial Services; Mary Hamilton, Partner, Alexander, Holburn, Beaudin + Lang LLP; Warren Haag, CPA, CA Manning Elliott LLP
12:45 pmLUNCH
1:30 pmPlenary 9
Cross Border "Will"
Will Todd, Lawyer
2:15 pmPlenary 10
‘Don’t Ask Me How I Know’ ...Guns, Drugs and Porn
Debra J.P. Thomas, TEP, CIM, Director, Trust Services, BMO Trust Company
3:00 pmKEY NOTE
Playing It Forward – Motivation through Music
Rosemary Siemens and Eli Bennett
3:45 pmConference Wrap Up and Prize Draw
Izumi Miki McGruer & Mark Schulhof, Conference Planning Committee
CE CREDITS AVAILABLE