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: TBD
Time: TBD
Details:TBD
Cross border issues for estate practitioners with Shlomo Levi, partner at Levi Salis LLP
Wednesday February 5th, 2025
Speakers: Shlomo Levi
Venue: TBD
Time: TBD
Details:TBD
Estate planning issues with Jordan Atin, Counsel at Hull & Hull, Toronto
Wednesday March 5th, 2025
Speakers: Jordan Atin
Venue: NAC
Time: 5pm – 8pm
Planning for unique assets
Wednesday May 7th, 2025
Speakers: TBD
Venue: TBD
Time: TBD
Details:TBD