Thursday, June 22, 2017

Halifax Estate Planning Council - Schedule 2016-2017

September 19, 2016 - Exempt Test and Tax Changes to Insurance - Roger Sinclair, SBW Wealth Management

October 17, 2016 - Case Study Philanthropy - Glenn Stewardson, Assante Wealth Management

November 21, 2016 - The Role of the Public Trustee - Shannon Ingraham-Christie, Public Trustee of Nova Scotia

December 12, 2016 -  Holiday Social - 30th Anniversary Celebration of HEPC

January 16, 2017 - Financial Planning and Divorce - Angela Mercier, Mercier Mediation and Financial Services

February 27, 2017 - Tax Issues with US Immigration​ - Speakers: Charles Cullen III, RBC Dominions Securities Inc.; Todd King, Collins Barrow; and Sarah Dykema, McInnis Cooper 

March 20, 2017 - Crucial Conversations – The Aging Dialogue  – Natalie Smith, Home Instead Senior Care

April 24, 2017 – Physician Assisted Death – Jeanne Desveaux

May 15, 2017 - Annual General Meeting – Give Probate A Chance- Speakers: Peter Rumscheidt, Weldon McInnis; Jonathan Hooper, Patterson Law; Paul Thorne, Sun Life Financial

June, 2017 - Golf Tournament (tentative)

 


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