2005 / 2006 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 17, 2005
7:30 - 9:30 a.m. - Full Breakfast
Speaker: Robin Goodman
Topic: Estate Planning Ideas
November 7, 2005
Speaker: Alf Goodall Vice-President Marketing, Great-West Life Assur Co.
Topic: Building Portfolios
December 5, 2005
Speaker: John Delaney LLB Partner
Topic: Dying Without a Will
February 6, 2006
Speaker: Malcom Burrows, Financial Consultant, Scotia Private Client Group
Topic: Charities and Gift Planning
March 6, 2006
Speaker: Vern Nelson, MBA, CFP, CLU, C.H.F.S.
Topic: Family Business Succession Planning
April 3, 2006
Speaker: Ken Grower
Topic: Tax Update: Review Changes from Manitoba Budgets
May 8, 2006
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.