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2016-2017 Events

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DATE     TOPIC SPEAKERLOCATION 
Sept 14, 2016 LAL Information Series  
1:30pm-3:00pm    
Why Having a Will is Important.*Eric F. Hoffstein, Minden Gross LLP 
*Susan Mullin, CAMH Foundation
North York Central Library,Elizabeth Beeton Auditorium, 789 Yonge St., Toronto
    
Sept 22, 2016 Professional Development Luncheon 
12noon-1:30pm
Understanding Cultural Differences for Successful Gift planning*Tony Lee, Canadian Cancer Society
*Anthony Holl
Ted Rogers School of Management, 55 Dundas St. W. Toronto 
    
Oct 6, 2016
Mentoring Breakfast
8:00am-9:30am
Panel Discussion *Aneil Gokhale, Toronto Foundation
*Rachel Rosarion, The Arthritis Society
*Tammy Garcia, Sunnybrook Hospital Foundation
*Clayton Atto, Princess Margaret Cancer Foundation
 Metro Hall, 55 John Street, Toronto
    
Oct 27, 2016 Professional Development Luncheon
12noon-2:30pm
Best Practices in Estate Administration*Jasmine Sweatman, Sweatman LawThe Badminton and Racquet Club of Toronto, 25 St Clair Ave, Toronto
    
Nov 14, 2016
Professional Development Luncheon
12noon-2:30pm   
15 Things that Will Your Surprise You About Your Legacy Donors*David Love, Agents of Good
*Jen love, Agents of Good 
Peter Gilgan Centre for Research and Learning
    
Dec 19, 2016
CAGP GTA Chapter Holiday Social
5:30pm-7:30pm
2017 Holiday Social Stonegate Private Counsel,15 York St., 9th Fl.,Toronto 
    
Jan 26, 2017
Professional Development Half-Day Session
8:00am-2:00pm
For the Love of Gift Planning *Paul Nazareth
*Keith Thomson
*Malcolm Burrows
Miller Thomson LLP
40 King St,W, 58th Fl, Toronto 
    
Mar 29-31, 2017
24th Annual CAGP National Conference
Scaling New Heights Hilton Toronto Hotel 
    
April 27, 2017
Professional Development Luncheon
12noon-1:30pm

more info..
Financial Advisors&Charities: Bridging The Disconnect

Register 
*Ted Rechtshaffen, TriDelta Financial
*Charlotte Paul, Raymond James
*Peter Bennett, Blueprint Wealth & Estate Planning Inc.
*Tina Tehranchian, The Donor Motivation Program
Ted Rogers School of Management
    
May 4, 2017
Leave a Legacy Information Series
1:30pm-3:00pm
Choosing your Powers of Attorney  *M.Jasmine Sweatman, Sweatman Law Firm
*Michelle Osborne, University of Toronto
Toronto Reference Library
    
June 8, 2017
Leave a Legacy Information Series
1:30pm-3:00pm
Pitfalls of improperly drawn Wills -Ensuring your wishes are followed*Michael W. Kerr, Miller Thomson
*Jill Nelson, The Princess Margaret Cancer Foundation
Toronto Reference Library
    
June 22, 2017
Professional Development Luncheon
12noon-2:30pm
Joint CAGP/AFP Session

(more info....)
*Sharon Avery CI Financial, 15 York Street, Second Floor
Toronto,  Ontario  M5J 0A3 Canada
    
July 13, 2017
Leave a Legacy Information Series
6:00pm-7:30pm 
Estate Planning for Women and Singles with no children*Lori Duffy, Weirfoulds LLP
*Jo-Anne Ryan, Private Giving Foundation 
Toronto Reference Library
    
Aug 10, 2017
Leave a Legacy Information Series
6:00pm-7:30pm

Ensure Financial Freedom for You and your Beneficiaries 

*Clayton Hudson, Shibley Righton LLP
*Mark Halpern, WEALTHinsurance.com Inc
Toronto Reference Library
    
 Aug 31, 2017 Leave a Legacy Information Series
1:30pm-3:00pm
Tax-Smart Estate Planning and Giving*Tina Tehranchian, The Donor Motivation Program
*Marcella Zanella, Nature Conservancy of Canada
The Scarborough Hospital, Lee Family Auditorium
    
Sept 14, 2017
Leave a Legacy Information Series
1:30pm-3:00pm
Step by Step Financial and Estate Planning  *Jordana Talsky, Scotia Wealth Management.
*Susan Hyatt, Silver Sherpa
Brentwood Library, Etobicoke
    
Sep 19,  2017
Professional Development Luncheon
12:00noon-2:30pm
Iceberg Philanthropy - 10 Years Later (more info./register..)*Fraser GreenBb33 Bistro, Chelsea Hotel