2014 / 2015 Meetings & Speakers

All meetings with the exception of the annual breakfast in September 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 Winter Club, 200 River Ave on the 1st Monday of the month except as noted.

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

October 6th , 2014

Speaker: Evelyn Jacks
Topic: Collaborative Wealth Management

 

November 3rd, 2014

Speaker: Leigh Taylor
Topic: Financial Insolvency

 

December 1st, 2014

Speaker: Herb Rempel & Robert Fabbri
Topic: A View from the Bench

 

February 2nd, 2015

Speaker: Jennifer Pfuetzner
Topic: Estate Planning for Beneficiaries with Disabilities

 

March 2nd, 2015

Speaker: John Poyser
Topic: Things to Consider When Planning a Will

 

April 6th, 2015

Speaker: Bob Gorman
Topic: Investment Outlook

 

May 4th, 2015

Speaker: Leilani Kagan
Topic: Charitable Giving Strategies

 

June 1st , 2015

Annual General Meeting and Gold Day
St Charles Country Club