Event Agenda
For this year’s event we will have two hall areas available giving you choice of presentation.
Speakers will be presenting at Track 1 (South Ballroom) & Track 2 (North Ballroom)
7:00 - 8:20 am
Track 1 : Breakfast
8:20 - 8:30 am
Track 1 : Opening Remarks:
with Laurent Munier & Felicia Lee
8:30- 8:45 am
Separate to Tracks 1 & 2
8:45 - 9:45 am
Track 1 : Estate Planning Pitfalls: Gary Hagel from Pryke Lambert Leathley Russell LLP
Track 2 : Transition, Exit and Life Planning for Successful Business Owners and Wealthy Families: John Askin from The Wealth Strategy Group
9:45 - 10:00 am
Break
10:00 - 10:55 am
Track 1 : Cohabitation and Marriage Agreements: Geeta Gill from Connect Family Law
Track 2 : Use and Abuse of POA and Joint Accounts in Estate Planning: Raphael Tachie from Gowling WLG
11:00 - 11:55 am
Track 1 : Estate Administration : Ari Brojde from Estateably
Track 2 : Using IPP to bolster Estate Plan: Spenser McCaig from Westcoast Actuaries Inc.
11:55 - 12:00 am
Track 1 : Advocacy Update: Jacqueline Knoblauch
Track 2: Advocis Membership Minute: Saskia Vermeulen
noon - 13:00 pm
Track 1: Lunch
13:00 - 13:15pm
Track 1: Afternoon Remarks: Laurent/Felicia
13:15 - 14:15 pm
Track 1: Estate Litigation: When the Plan Fails with Morgyn Chandler from HammerCo
Track 2: Cross Border Estate Planning: Cathy Wong from Baker Tilly
14:15 - 14:30 pm
Track 1 : Break
14:30 - 15:25 pm
Track 1 : Using Insurance to Resolve Estate Planning Issues: Robert Trasolini from Safe Pacific Financial Inc.
Track 2 : Post Mortem Planning: Steven McLeod from Canada Life
15:30 - 16:25 pm
Track 1 : Philanthropy in Estate Planning: Kevin Parton from Parton Group - IG Private Wealth Management
Track 2 : Family Enterprise Issues: Deena Chochinov from KPMG Family Office
16:25 - 16:30 pm
Track 1 : Advocis Membership minute update - Saskia Vermeulen
Track 2 : Advocacy Update - Jacqueline Knoblauch
16:30 - 16:45 pm
Track 1: Closing Remarks: Laurent Munier & Felicia Lee
16:45 - 18:00 pm
Cocktail Networking Reception
(held at the Kitsalino & Kerrisdale Room)