Edmonton

Estate Planning Council

Log in

Upcoming Events

Past events

28-Jan-2026 Special Needs Planning for Alberta Families: AISH, RDSPs, Henson Trusts and More - Maya Gordon TEP & Mark Mertens CPA, CFP
13-Nov-2025 President's Dinner & November Speaker Series - Dane ZoBell - Farm Transfer Planning - Felesky Flynn
22-Oct-2025 Super Speed-Networking Event @ Edmonton Community Foundation
24-Sep-2025 September Speaker Series - MaryAnne Loney, LL.B, - Taxation of Trusts
19-Jun-2025 Summer BBQ
19-Mar-2025 Annual General Meeting & Economic Update - Angus Watt
29-Jan-2025 Corporate Estate Planning Using Life Insurance
19-Nov-2024 President’s Dinner & US Cross Border Tax Issue
16-Oct-2024 Networking Event @ Craft Beer Market
18-Sep-2024 September 18 - Christine Van Cauwenberghe
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.
Powered by Wild Apricot Membership Software