Edmonton

Estate Planning Council

Upcoming Events

    • 18-Sep-2024
    • 5:00 PM
    • TBA
    Register

    Join the Edmonton Estate Planning Council for our September Speaker Series

    Location: To Be Announced

    5:00 PM - Drinks, appetizers and socializing

    6:00 PM - Dinner

    6:45 PM - Guest Speaker  Christine Van Cauwenberghe, B.Comm, LLB, TEP, CFP

    Christine is the Head of Financial Planning at IG Wealth Management. She leads a diverse team of tax, estate, and financial planning experts, who support IG Advisors and help high-net-worth clients put the futures they envision into motion.

    When she saw a void in how financial advisors were instructed to address the unique needs of their clients, she authored Wealth Planning Strategies for Canadians, an annual publication by Thomson Carswell that takes a client-first approach to how complex problems are solved.

    We encourage members to bring guests so they can experience all that the Edmonton Estate Planning Council has to offer. The registration is free for members in good standing and $50 per guest.

    Save the date: October Biera Social !

    Check out the website for all the upcoming meetings in 2024. 




    • 16-Oct-2024
    Register

    Join us for a great social networking event at Biera (Richie Market) 

    October 26th from 4 pm to 6 pm

    Address: 9570 - 76 Avenue NW

    Free to members.  $25 for guests

    • 19-Nov-2024
    • 5:00 PM
    Register

    oin the Edmonton Estate Planning Council for our Annual President's Dinner

    Location: The Royal Glenora Club

    5:00 PM - Drinks, appetizers and socializing

    6:00 PM - Dinner

    6:45 PM - Guest Speaker  Darren Bastarache, MST

    Darren is a Director, Tax & Estate Planning with IG Wealth Management

    He has extensive knowledge of US tax and cross border tax issues.  He will share some of the most important US tax issues to be aware of if your client is a US Citizen living in Canada, or a Canadian Citizen with US property holdings.

    We encourage members to bring guests so they can experience all that the Edmonton Estate Planning Council has to offer. The registration is free for members in good standing and $75 per guest.



Past events

05-Jun-2024 Annual Summer BBQ - June 5th 2024
20-Mar-2024 March 2024 AGM & Catherine Rothrock
17-Jan-2024 Jan 2024 - Presidents Dinner - Let's learn about AI
29-Nov-2023 November Meeting
18-Oct-2023 Panel Discussion - Inequalities in Financial Planning
16-Aug-2023 August Summer BBQ
21-Jun-2023 June - Networking Event
17-May-2023 May Meeting - Panel Discussion
29-Mar-2023 AGM Dinner with Guest Speaker
18-Jan-2023 Jamie Golombek - Tax Planning for 2023...& Beyond!
17-Nov-2022 Jason Watt - WCB Case Study
19-Oct-2022 Dr Daren Heyland - Advance Serious Illness Planning: A novel way to prepare people for incapacitation
17-Aug-2022 BBQ hosted by Motley Que
18-May-2022 Kim Moody: A Critical Review of the 2022 Federal Budget. What Does it Mean For You and Your Clients and What Can We Expect For the Future?
16-Mar-2022 AGM with John Liston of the Alberta Enterprise Group
19-Jan-2022 Industry Update with Brent from the Life Insurance Marketing and Research Association (LIMRA)
17-Nov-2021 Health and Wellness in Life and Business with Dr Bruce Empringham
20-Oct-2021 Tax Talk with Dane, Doughnuts, and You!
20-Oct-2021 President's Dinner
15-Sep-2021 Panel Discussion - Estate Planning Post Pandemic
18-Aug-2021 EEPC Barbeque
16-Jun-2021 Networking and Beer Tasting
19-May-2021 Ali Qureshi - SideDrawer
14-Apr-2021 Canadian Association of Gift Planners
17-Mar-2021 Lunch AGM and Mental Health & The Financial Advice Relationship with Carol Lynde and Adam Wiseman
20-Jan-2021 Dr Lynne Honey - Highly Evolved Errors
18-Nov-2020 Todd Hirsch, Chief Economist ATB Financial
21-Oct-2020 Mike Dolson - Oct 21, 2020
23-Sep-2020 Keith Leech and BBQ Dinner for Guests and Members
26-Aug-2020 Wine Tasting Members Event - Online via Zoom
17-Jun-2020 AGM Online
20-May-2020 AGM *tentative date
18-Mar-2020 ** Canceled ** AGM and Tax Updates from Michael Dolson, Felesky Flynn
30-Jan-2020 Networking Mixer - Jan 30, 2020
20-Nov-2019 Mark Anielski, President & CWO Anielski Management
10-Oct-2019 President's Dinner featuring Christine Van Cauwenberghe
28-Aug-2019 Summer BBQ - Wednesday, Aug 28, 2019
15-May-2019 Derek Hudson - Wednesday, May 15, 2019
02-May-2019 2019 May
Edmonton Estate Planning Council is a non-profit group registered with Alberta Societies Act.
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