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
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
November 1, 2004
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
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.