2004 / 2005 Meetings & Speakers

All meetings with the exception of the annual breakfast in October and the Annual General Meeting begin at 5:15 p.m. with a cocktail reception followed by dinner at 5:30 p.m., speaker presentation at 6:00 p.m. and adjournment at 7:00 p.m.

All regular meetings are held at the Winnipeg Squash and Racquet Club, 275 Stradbrook

Speakers are selected to provide a diverse range of relevant information and expertise for our members.

October 5, 2004

7:30 - 9:30 a.m. - Full Breakfast Meeting
Speaker: Brian Day, PHD
Topic: "The Future of Canada's Health Delivery System"

Dr. Day will talk about the impact of Canada's healthcare system on estate planning including potential increased taxation, budgeting for user fees, critical illness insurance and long-term care.


November 1, 2004

Speaker: T.B.A
Topic: Succession Planning From A Clients Perspective

Family representatives will talk about their unique experiences and practical challenges in achieving a successful succession and estate plan.


December 6, 2004

Speaker: Sharon L. Tod, BA, LLB, Partner - Inskter Christie Hughes
Topic: Wills And Estates, Powers Of Attorney

Ms. Tod is a member of her firms wealth and succession practice group and has given numerous presentations on wills and estates, powers of attorney, and real estate for various community groups and organizations.


February 7, 2005

Speaker: Carol Leskiw, Sales Associate - Remax Real Estate
Topic: Current And Future Housing Options

Ms. Leskiw, recognized as one of the top 1% of agents by the Winnipeg Real Estate Board, will speak about how housing options can play a significant part of an estate plan.


March 7, 2005

Speaker: Charlie Burns, President - Equinox Financial Group, Prairie
Topic: Estate Planning Insurance Applications

As President of one of the largest MGA's in the province, Mr. Burns has a unique perspective about how insurance can strengthen as estate plan.


April 4, 2005

Speaker: Florence I. Carey, BA, LLB, Associate - Aikins Macaulay and Thorvaldson
Topic: Individual Pension Plans

Ms. Carey, a distinguished, award-winning scholar, esteemed speaker and co-author of numerous published legal writings and presentations will speak on how IPP's can help clients "close the gap" towards fulfilling retirement and ultimately estate plans.


May 9, 2005

Speaker: Jamie Golombek, CA, CPA, CFP, TEP, Vice-President Tax and Estate Planning - AIM TRIMARK
Topic: Tax and Estate Planning Overview

Back by popular demand, taxation expert Jamie Glombek will join us to comment on various tax and estate planning matters. Mr. Golombek is a monthly columnist for Advocis Forum magazine and contributes articles to numerous publications including the National Post, Globe and Mail and Advisors Edge.