ESTATE PLANNING CONFERENCE AGENDA
JOIN US FOR THIS EXCITING TWO DAY ONLINE EVENT
NOVEMBER 30TH & DECEMBER 1ST, 2021
THIS TWO DAY ONLINE CONFERENCE OFFERS A MIX OF PLENARY SESSIONS, DISCUSSION PANELS AND DEBATES.
CE CREDITS, INCLUDING AN ETHICS CREDIT, WILL BE PROVIDED
WE INVITE ADVISORS TO TAKE ADVANTAGE OF THIS GREAT ONLINE OPPORTUNITY TO CONNECT WITH AND CATCH UP WITH COLLEAGUES AND FRIENDS.
| DAY ONE* | Tuesday, November 30, 2021 |
|---|---|
| 8:00am | SIGN IN & ORIENTATION |
| 8:30am | Prelude: Welcome and Opening Comments Izumi Miki McGruer, CFP, CLU, CH.F.C., CHS, BC Regional Vice-President for Canada Life Advisor Solutions & Conference Planning Committee Co-Chair |
| 9:00am | “What has happened to the Estate Planning Landscape in the past year?” The 2021 Update Presenter: Zachary Rogers, Associate, Clark Wilson, LLP Q&A |
| 9:30am | Canadian Tax Update Presenter: Sheryne Mecklai, CPA, CA, TEP, Partner, Manning Elliott |
| 10:00am | Q&A and BREAK |
| 10:20am | Privacy and the Implications of Digital Wills Presenter: Richard Weiland, Clark Wilson LLP (TBC) Q&A |
| 11:00am | Persons with Disabilities; Advance Planning or Fixing on the Fly”. Presenter: Martina Zanetti, TEP, Associate, Norton Rose Fulbright LLP and Wendy Seet, CPA, CA, Principal, Manning Elliott Q&A |
| 11:45am | How to Give Advice Presenter: Jim Ruta |
| 12:15pm | Q&A and LUNCH |
| 1:00pm | Cross Border Update & Review Presenter: Will Todd, Lawyer Q&A |
| 1:45pm | Cyber-Security Presenter: Brandon Laur – The White Hatter |
| 2:30pm | Q&A and BREAK |
| 2:45pm | Feature Presenter Anyone who has something of value needs an estate plan, and sooner rather than later! |
| 3:45pm | Closing Comments and Day One Wrap Up Izumi Miki McGruer, CFP, CLU, CH.F.C., CHS, BC Regional Vice-President for Canada Life Advisor Solutions & Conference Planning Committee Co-Chair. |
| DAY TWO* | Wednesday, December 1, 2021 |
|---|---|
| 8:00am | SIGN IN & ORIENTATION |
| 8:30am | Welcome and Recap of Day One Izumi Miki McGruer, CFP, CLU, CH.F.C., CHS, BC Regional Vice-President for Canada Life Advisor Solutions & Conference Planning Committee Co-Chair |
| 8:45am | Selling your Practice? Pitfalls to avoid… Presenter: Don Sihota, Mergers & Acquisitions, Clark Wilson, LLP Q&A |
| 9:20am | Erroneous Expectations: When your perspective only sees one side of the border”. Presenters: Will Todd, Lawyer & Sheryne Mecklai, CPA, CA, TEP, Partner, Manning Elliott |
| 10:15am | Q+A and BREAK |
| 10:40am | Three parents make a family: planning for multi-parents Presenter: Monique Shebbeare Law Co. Q&A |
| 11:30am | The challenges of being a professional advisor: ethics; professional responsibility; practice management. Moderator: Zachary Rogers, Associate, Clark Wilson LLP
|
| 12:30pm | Q&A and LUNCH |
| 1:15pm | Litigator vs. Planner – Court Room Brawl – the gloves are off! Presenters: Gordon Behan, Litigator vs. Geoffrey White, Planner, Clark Wilson LLP Q&A |
| 2:15pm | Keynote Presenter The Final Decision (Medical Assistance in Dying) Dr. Konia Trouton |
| 3:15pm | Closing Comments and Wrap Up Izumi Miki McGruer , CFP, CLU, CH.F.C., CHS, BC Regional Vice-President for Canada Life Advisor Solutions & Mark Schulhof, CFP, CLU, CH.F.C., Conference Planning Committee Co-Chairs. |
| DAY ONE* | Tuesday, November 30, 2021 |
|---|---|
| 8:00am | SIGN IN & ORIENTATION |
| 8:30am | Prelude: Welcome and Opening Comments Izumi Miki McGruer, CFP, CLU, CH.F.C., CHS, BC Regional Vice-President for Canada Life Advisor Solutions & Conference Planning Committee Co-Chair |
| 9:00am | “What has happened to the Estate Planning Landscape in the past year?” The 2021 Update Presenter: Zachary Rogers, Associate, Clark Wilson, LLP Q&A |
| 9:30am | Canadian Tax Update Presenter: Sheryne Mecklai, CPA, CA, TEP, Partner, Manning Elliott |
| 10:00am | Q&A and BREAK |
| 10:20am | Privacy and the Implications of Digital Wills Presenter: Richard Weiland, Clark Wilson LLP (TBC) Q&A |
| 11:00am | Persons with Disabilities; Advance Planning or Fixing on the Fly”. Presenter: Martina Zanetti, TEP, Associate, Norton Rose Fulbright LLP and Wendy Seet, CPA, CA, Principal, Manning Elliott Q&A |
| 11:45am | How to Give Advice Presenter: Jim Ruta |
| 12:15pm | Q&A and LUNCH |
| 1:00pm | Cross Border Update & Review Presenter: Will Todd, Lawyer Q&A |
| 1:45pm | Cyber-Security Presenter: Brandon Laur – The White Hatter |
| 2:30pm | Q&A and BREAK |
| 2:45pm | Feature Presenter Anyone who has something of value needs an estate plan, and sooner rather than later! |
| 3:45pm | Closing Comments and Day One Wrap Up Izumi Miki McGruer, CFP, CLU, CH.F.C., CHS, BC Regional Vice-President for Canada Life Advisor Solutions & Conference Planning Committee Co-Chair. |
| DAY TWO* | Wednesday, December 1, 2021 |
|---|---|
| 8:00am | SIGN IN & ORIENTATION |
| 8:30am | Welcome and Recap of Day One Izumi Miki McGruer, CFP, CLU, CH.F.C., CHS, BC Regional Vice-President for Canada Life Advisor Solutions & Conference Planning Committee Co-Chair |
| 8:45am | Selling your Practice? Pitfalls to avoid… Presenter: Don Sihota, Mergers & Acquisitions, Clark Wilson, LLP Q&A |
| 9:20am | Erroneous Expectations: When your perspective only sees one side of the border”. Presenters: Will Todd, Lawyer & Sheryne Mecklai, CPA, CA, TEP, Partner, Manning Elliott |
| 10:15am | Q+A and BREAK |
| 10:40am | Three parents make a family: planning for multi-parents Presenter: Monique Shebbeare Law Co. Q&A |
| 11:30am | The challenges of being a professional advisor: ethics; professional responsibility; practice management. Moderator: Zachary Rogers, Associate, Clark Wilson LLP
|
| 12:30pm | Q&A and LUNCH |
| 1:15pm | Litigator vs. Planner – Court Room Brawl – the gloves are off! Presenters: Gordon Behan, Litigator vs. Geoffrey White, Planner, Clark Wilson LLP Q&A |
| 2:15pm | Keynote Presenter The Final Decision (Medical Assistance in Dying) Dr. Konia Trouton |
| 3:15pm | Closing Comments and Wrap Up Izumi Miki McGruer , CFP, CLU, CH.F.C., CHS, BC Regional Vice-President for Canada Life Advisor Solutions & Mark Schulhof, CFP, CLU, CH.F.C., Conference Planning Committee Co-Chairs. |