Estate Planning Council

Upcoming Events

    • 29-Mar-2023
    • 5:00 PM - 10:00 PM
    • Highlands Golf Course
    • 106

    We are happy to announce that our 2023 AGM will be on March 29th at the  Highlands golf course.

    Doors will open at 5pm at which point we would like to give everyone a chance to network with other members.  Dinner will start around 6pm.

    We have a guest speaker lined up he is a lawyer that heads the wills and estate division. Presentation notes and speaker Bio will come shortly. 

    Speaker Bio and Presentation: 

    Wills and Estates, - Things aren’t as easy as they used to be

    Cam Schwartz is a partner at Ogilvie LLP and practices in the areas of Wills and Estates, and Business Law with a focus on Charities and Not For Profit Law.  He obtained his law degree at the University of Alberta and also holds an Executive Masters degree in Not for Profit Administration from the University of San Fransisco.

    This is also our 2023 AGM where we will elect the board for 2023, if you are at all interested in a board position this is the event for you.

    We look forward to seeing you all there. 

    • 17-May-2023
    • 5:00 PM
    • TBD

    • 21-Jun-2023
    • 5:00 PM

    • 16-Aug-2023
    • 5:00 PM
    • TBD

    • 18-Oct-2023
    • 5:00 PM

    • 22-Nov-2023
    • 5:00 PM

    • 17-Jan-2024
    • 5:00 PM

    • 20-Mar-2024
    • 5:00 PM

Past events

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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