2016-2017 Events

To download the Calendar, click here

Sept 14, 2016 LAL Information Series  
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 
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
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
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
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
2017 Holiday Social Stonegate Private Counsel,15 York St., 9th Fl.,Toronto 
Jan 26, 2017
Professional Development Half-Day Session
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

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

*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
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
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
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
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

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
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
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
Iceberg Philanthropy - 10 Years Later (more info./register..)*Fraser GreenBb33 Bistro, Chelsea Hotel