2020 / 2021 Season

Tuesday, September 22, 2020

Topic

Part 1:   AGM

Part 2:   Philanthropy & Estate Planning

 

Speaker(s)

Sarah McPherson, Oakville Community Foundation

 

Loction

Zoom meeting

Tuesday, October 20, 2020

Topic

Estate Planning & Permanent Insurance

 

Speaker(s)

Jordan Matters & Doug Leyland, Leyland Insurance Solutions

 

Loction

Zoom meeting

Tuesday, November 24, 2020

Topic

Who You Gonna Call?

 

Speaker(s)

Karen Shaw, Acting Manager, Investigations Unit, Office of the Public Guardian and Trustee

 

Loction

Zoom meeting

Thursday, January 21, 2021

Topic

MAID - Medical Assistance In Dying

 

Speaker(s)

Blair Botsford, Dentons Canada LLP

Kat Downey, Legacy Matters

 

Loction

Zoom meeting

Thursday, February 25, 2021

Topic

Wellness during COVID-19

 

Speaker(s)

Amanda DaCosta

 

Loction

Zoom meeting

Thursday, March 25, 2021

Topic

Tax Update

 

Speaker(s)

Richard Rizzo, Bateman MacKay LLP

 

Loction

Zoom meeting

Thursday, April 22, 2021

Topic

Legal Update

 

Speaker(s)

Justin, de Vries, de Vries Litigation

 

Loction

Zoom meeting

Tuesday, May 25, 2021

Topic

Tax Optimization in Estate Planning

 

Speaker(s)

Tracy Capstick, Capstick McCollum

 

Loction

Zoom meeting

Agenda

5:30 p.m. | Cocktails

6:00 p.m. | Dinner

6:45 p.m. | Guest Speaker

Location: Oakville Golf Club