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: Stan Warsza
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
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