2017 / 2018 Meetings & Speakers

All meetings with the exception of 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 2nd , 2017

Speaker: John Smith
Topic: Current Economic & Market Movements

 

November 6th, 2017

Speaker: Ross Dunlop
Topic: Pensions - Concensus about the Future

 

December 4th, 2017

Speaker: Geoff Garland
Topic: Bussiness Succession Planning

 

February 5th, 2018

Speaker: Cindy Reid-Shelton
Topic: Exit Planning and the State of Owner Readiness

 

March 5th, 2018

Speaker: Stan Warsza
Topic: Investment Outlook

 

April 2nd, 2018

Speaker: Susan Hagemeister / Leilani Kagan
Topic: Charitable Giving

 

May 7th, 2018

Speaker: John Poyser
Topic: Estate Litigaion

 

June 4th , 2018

Annual Golf Day
St Charles Country Club