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: When you know your beneficiaries don’t get along: Gary Hagel from Pryke Lambert Leathley Russell LLP
Track 2 : Digital Assets, Blockchain and Estate Planning: Sara Johnson from RBC Family Office
9:45 - 10:00 am
Break
10:00 - 10:55 am
Track 1 : Corporate Owned Life Insurance - An Accountant's View: Chris Geldert from Financial Horizons
Track 2 : Jos The CPA Speaks Insurance: Jos Herman from Resources & Solutions Professional Corporation
11:00 - 11:55 am
Track 1 : Seg Funds For Estate Planning : John Natale from Manulife Investment Management
Track 2 : Planning and Pitfalls of Joint Tenancy : Raman Johal from Gowling
11:55 - 12:00 pm
Track 1 : Membership Minute : Angelina Hung
Track 2 : Advocacy Update : Jacqueline Knoblauch
Noon - 13:00 pm
Track 1 : Lunch
13:00 - 13:15pm
Track 1 : Afternoon Remarks: Laurent/Felicia
13:15 - 14:15 pm
Track 1 : Charitable Giving Strategies Using Life Insurance with Steven McLeod from Canada Life
Track 2 : Executor, Trustee, and Attorney Appointments – Who to Appoint and Why it Matters: Elysa Jacobs from Bell Alliance LLP
14:15 - 14:30 pm
Track 1 : Break
14:30 - 15:25 pm
Track 1 : Hammerco Lawyers LLP Presents on Estate Litigation: Demystifying Disputes: Krista Simon from Hammerco Lawyers LLP.
Track 2 : Estate Administration Pitfalls: Rick Mahfrom from CV Trustco Inc.
15:30 - 16:25 pm
Track 1 : Succession Planning: Gabriel Dhahan from Bellrock Benchmarking Inc.
Track 2 : Transition of Corporate Owned Insurance Assets: Amin Njonkou Kouandou from Industrial Alliance, Insurance and Financial Services
16:25 - 16:30 pm
Track 1 : Membership Minute - Angelina Hung
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 in the Kitsilano & Kerrisdale Rooms)