meetings
Dinner meetings are for members and their invited guests. Click to learn about membership eligibility!
2021/2022 MEETING DATES
ALL MEETINGS WILL BE IN PERSON AS WELL AS BY ZOOM!
Wednesday, September 15, 2021
Lunch meeting - 10:00 a.m. – 12:00 p.m.
Topic: Business Building & Giving - How to Engage Clients in the Philanthropic Conversation
Speaker: Paul Nazareth
Tuesday, October 19, 2021
Lunch meeting - 11:45 a.m. – 1:30 p.m.
Topic: “Planning for Disabled Beneficiaries Using RDSPs.”
Speaker: Caitlin Turnbull, Leland Kimpinski LLP
Tuesday, November 16, 2021
Evening meeting - 5:15 p.m. – 7:00 p.m.
Topic: “The Role of Life Insurance in the Estate Plan.”
Speaker: Darren Ulmer, CHS, CFP, CLU with Darren Ulmer Financial & Insurance Services Inc.
Tuesday, December 14 2021
Lunch meeting - 11:45 a.m. – 1:30 p.m.
Topic: TBC
Speaker: TBC
Tuesday January 18, 2022
Lunch meeting - 11:45 a.m. – 1:30 p.m.
Topic: “Advising the Elderly Client Part I - Determining Capacity: A Medical Perspective.”
Speaker: Dr. Andrew Kirk, MD, FRCPC, Professor of Neurology at the University of Saskatchewan
Tuesday, February 8, 2022
Evening meeting - 5:00 p.m. – 7:00 p.m.
Topic: “Advising the Elderly Client Part II - A Panel Discussion.”
Speakers: Randy Touet, Partner at W Law
Sandra Bobyk, Crown Counsel at the Office of the Public Guardian and Trustee
TBD
Moderator: Krista Evanisky, Lawyer at Clarity Law
Tuesday, March 15, 2022
11:45 – 1:30 p.m. - Speaker & Lunch
Tuesday, April 19, 2022
11:45 – 1:30 p.m. - Speaker & Lunch
Tuesday, May 17, 2022
5 p.m. Gather; 5:30 p.m. Dinner; 6:00 p.m. AGM
Wednesday, September 15, 2021
Lunch meeting - 10:00 a.m. – 12:00 p.m.
Topic: Business Building & Giving - How to Engage Clients in the Philanthropic Conversation
Speaker: Paul Nazareth
Tuesday, October 19, 2021
Lunch meeting - 11:45 a.m. – 1:30 p.m.
Topic: “Planning for Disabled Beneficiaries Using RDSPs.”
Speaker: Caitlin Turnbull, Leland Kimpinski LLP
Tuesday, November 16, 2021
Evening meeting - 5:15 p.m. – 7:00 p.m.
Topic: “The Role of Life Insurance in the Estate Plan.”
Speaker: Darren Ulmer, CHS, CFP, CLU with Darren Ulmer Financial & Insurance Services Inc.
Tuesday, December 14 2021
Lunch meeting - 11:45 a.m. – 1:30 p.m.
Topic: TBC
Speaker: TBC
Tuesday January 18, 2022
Lunch meeting - 11:45 a.m. – 1:30 p.m.
Topic: “Advising the Elderly Client Part I - Determining Capacity: A Medical Perspective.”
Speaker: Dr. Andrew Kirk, MD, FRCPC, Professor of Neurology at the University of Saskatchewan
Tuesday, February 8, 2022
Evening meeting - 5:00 p.m. – 7:00 p.m.
Topic: “Advising the Elderly Client Part II - A Panel Discussion.”
Speakers: Randy Touet, Partner at W Law
Sandra Bobyk, Crown Counsel at the Office of the Public Guardian and Trustee
TBD
Moderator: Krista Evanisky, Lawyer at Clarity Law
Tuesday, March 15, 2022
11:45 – 1:30 p.m. - Speaker & Lunch
Tuesday, April 19, 2022
11:45 – 1:30 p.m. - Speaker & Lunch
Tuesday, May 17, 2022
5 p.m. Gather; 5:30 p.m. Dinner; 6:00 p.m. AGM