What Charitable Strategy is Best For Your Client?
Tuesday November 5th 2024
Speakers: Grace Xin (Ottawa Community Foundation), Megan Doyle-Ray (CHEO Foundation) and Jason Dashnay (Aspire Wealth Group)
Venue: National Arts Centre
Time: 5:00PM
Details:This will feature an experienced panel of guests, Grace Xin (Ottawa Community Foundation), Megan Doyle-Ray (CHEO Foundation) and Jason Dashnay (Aspire Wealth Group) as moderator.
Eldercare Strategy Session
Wednesday December 11th, 2024
Speakers: Amy Friesen, Founder and CEO of Tea & Toast
Venue: Ottawa Police Association 141 Catherine Street Suite 200
Time: 4:30-6:30pm
2024 Tax Update with Jamie Golombek
Wednesday January 8th, 2025
Speakers: Jamie Golombek
Venue: NAC
Time: 5-8pm
Details: 2025 Tax Update & Year End Planning
Cross border issues for estate practitioners with Shlomo Levi, partner at Levi Salis LLP
Wednesday February 5th, 2025
Speakers: Shlomo Levi
Venue: TBD
Time: 5:30pm – 8:00pm
Details:
5:30pm Doors open with bar and appetizers for 30 minutes
6:00pm Speaker begins
7:00-7:15pm (approx.) More networking with bar and appetizers
8:00pm End
A Client Focused Approach to Will Planning & How to Reduce Probate Using Bare Trusts
Wednesday March 5th, 2025
Speakers: Jordan Aiten JD, TEP, Counsel at Hull & Hull LLP Toronto & co-creater of eState Planner
Venue: NAC
Time: TBD
Planning & Administration of certain Unique Assets – Collectibles & Copyright
Wednesday May 7th, 2025
Speakers: Tom Grozinger C.S., LL.B., TEP, Principal Trust Specialist, Royal Trust, RBC Wealth Management
Venue: Ottawa Police Association
Time: 4:30pm