2009 / 2010 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 Charter House Hotel, 330 York Ave.
Speakers are selected to provide a diverse range
of relevant information and expertise for our members.
October 7th , 2009
Speaker: Jamie Goldmbek
Topic: Hot Tax & Estate Planning Issues
November 2nd, 2009
Speaker: David Christianson
Topic: Portfolio Design To Provide Income Production
December 7th, 2009
Speaker: Greg Gillis
Topic: Individual Pension Plans
February 1st, 2010
Speaker: Jim McDonald
Topic: Tax Issues
March 1st, 2010
Speaker: Cynthia Hiebert - Simkin
Topic: Probate Issues
April 5th, 2010
Speaker: Bob Allebone
Topic: Farm Succession Planning
May 3rd, 2010
Speaker: John Smith
Topic: Economic & Capital Market Forecasts
June 7th , 2010
AGM and Golf Windup
Breezy Bend
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