DATE
|
TOPIC
|
SPEAKER
|
LOCATION
|
Thursday May 16, 2019
1:30 - 3:00 PM |
LAL SERIES
Where There's a Will: Avoid Estate Planning Mistakes
|
*Matthew Urback, Shibley Righton LLP
*Jacqueline Cooper, West Park Healthcare Centre Foundation |
Toronto Public Reference Library, Beeton Hall, 789 Yonge St., Toronto |
Thursday June 13, 2019
1:30 - 3:00 PM |
LAL SERIES
Who Needs a Will? Why Estate planning is Critical
(register) |
*Jag Gandhi, Miller Thomson LLP
*Janice Correa, ROM Governors |
Locke Library, 3083 Yonge St.,Toronto |
Wednesday June 19, 2019
6:00 - 8:00 PM |
LAL SERIES
Estate, Succession and Legacy (Cantonese)
(register) |
*Lydia Cheung, IG Wealth Management
*David Dai, IG Wealth Management
*Eddy YT Leung, Leung Luo Pang LLP
*Rosetta Ting, DS Lawyers Canada LLP |
Scarborough Health Network, Birchmount Hospital - Irene Stickland Centre, 3030 Birchmount Rd, Scarborough |
Thursday June 20, 2019
11:30 - 1:30 PM
|
EDUCATION DEVELOPMENT LUNCH
Millennial & Boomers: How to Engage Next Generation Philanthropists
(register) |
*Fraser Green, Good Works
*Kimberley Blease, Blakely
*Julia Magnuson-Ford, Tiny Frog Strategies
*Aneil Gokhale, Toronto Foundation |
CI Financial, 15 York St., 2nd Floor, Toronto |
Monday June 24, 2019
3:30 - 5:00 PM |
LAL SERIES
Women's Wisdom: Wealth & Philanthropy
(register) |
*Sharon Avery, Toronto Foundation
*Robin Turack, PearTree Canada
*Brenda Lee-Kennedy, Price Waterhouse Cooper LLP
*Susan Horvath, ROM Governors |
Royal Ontario Museum, 100 Queen's Park, Toronto |
Thursday August 8, 2019
6:00 - 7:30 PM |
LAL SERIES
Tax Smart Estate Planning & Giving
(register) |
*Allan Madonik, Blue Swan Financial
Subhastin Kharag, Ontario Foresters Financial
*Bri Trypuc, Trypuc Philanthropic Office |
Toronto Reference Library, Beeton Hall, 789 Yonge St., Toronto |
Thursday September 5, 2019
1:30 - 3:00 PM |
LAL SERIES
Choosing the Right Executor
(register) |
*Elaine Frost, Trusted Transitions |
Toronto Reference Library, Beeton Hall, Yonge St., Toronto |
Thursday October 3, 2019
1:30 - 3:00 PM |
LAL SERIES
Planning for the Single, Divorced & Widowed
(register) |
*Amanda Stacey, Norton Rose Fulbright LLP
*Meredith Meads, Trinity College |
North York Central Library, Meeting Room 1, 5120 Yonge St., Toronto |
Thursday September 19, 2019
12:00 -1:30 PM | EDUCATION DEVELOPMENT LUNCH
Building Relationships: Engaging Chinese Canadians in Estate Planning
(register) | *Franco Ng, The Princess Margaret Cancer Foundation
*Genane Peniak, The Princess Margaret Cancer Foundation | Oakham House, 63 Gould St, Toronto |
Thursday October 10, 2019
8:00 - 9:45 AM
| MENTORING & EDUCATION BREAKFAST
How To Work Together: Planned Giving Professional, Donors & Advisors
(register) | *Joan Cosby, The Donor Motivation Program
*Lesley Mansfield, Halton Learning Foundation
Colin Bain, former principal | St. Andrew's Centre, 73 Simcoe St., Toronto |
Tuesday November 5, 2019
12:00 - 1:30 PM
| EDUCATION DEVELOPMENT LUNCH Joint APRA/CAGP Session
Gift Planning Prospecting for Large & Small Shops
(register) | *Jim Lawson, University of Toronto
Erica Sum, University of Toronto | KPMG, Bay Adelaide Centre, 333 Bay st., Toronto |
Thursday January 23, 2020
| EDUCATION DEVELOPMENT LUNCH
For the Love of Gift Planning - Half Day Summit
(register) | *Malcolm Burrows
*Natasha Smith
*Ed Sluga
*Rodger Wright
*Emma Hendrie
*Jill Nelson
*Jasmine Sweatman
*Jennifer Corak
*Angus Gordon
*Paul Nazareth
| Miller Thomson, 40 King St. W., Toronto |
Thursday March 25, 2020
12:00 - 1:30 PM
CANCELLED | EDUCATION DEVELOPMENT LUNCH
Donor Advised Funds
| *Serena Hak
*Karen Hudson | Assante Head Office, 15 York St, 2nd Fl., Toronto |
Thursday May 21, 2020
12:00 - 1:00 PM
| Debunking the Myths: Shedding Light on DAF - Part 1
DAF 101 & Myth Buster
(register)
| *Karen Hudson
*Serena Hak | ONLINE |
Thursday June 4, 2020
12:00 - 1:00 PM
| Debunking the Myths: Shedding Light on DAF - Part 2
Interactive Panel Discussion and Q &A
(register) | *Karen Hudson
*Serena Hak | ONLINE |
Thursday June 18, 2020
| EDUCATION DEVELOPMENT EVENT
Joint AFP/CAGP Session
Money, Mindset and Wealth | TBD | ONLINE |