Edmonton

Estate Planning Council

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Upcoming Events

  • Taxation of Trusts - McLennan Ross

    • 24-Sep-2025
    • 5:00 PM - 8:00 PM
    • Sandman Hotel 10235 101 Street
    Register

    Join the Edmonton Estate Planning Council for our September Meeting. 

    Location: Signature Sandman Hotel

    5:00 PM - Drinks and Socializing 

    6:00 PM - Dinner 

    6:45 PM - Guest Speaker, Mary Anne Loney, McLennan Ross

    Topic:  Taxation of Trusts

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


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  • Networking Event

    • 21-Oct-2025



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  • President's Dinner Farm Transfer Planning - Felesky Flynn

    • 18-Nov-2025
    • 5:00 PM - 8:00 PM
    • TBD

    Guest Speaker will be Dane Zobell from Felesky Flynn

    Topic:  Tax and Estate Planning for Farmers

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  • January Dinner

    • 28-Jan-2026
    • 5:00 PM - 8:00 PM
    • TBD


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Past events

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.
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