Tuesday, October 3, 2017
Topic: Update - Real Estate and Mortgage Markets
Speakers: Michael Bain, Mortgage Agent, Dominion Lending Centres, Kathy Webster, Realtor, Century 21 Percy Fulton
Tuesday, November 7, 2017
Topic: July 18th Tax Reform - What do the Changes Mean for your Clients?
Speaker: Nathan Wright, LLB, MTax, TEP
Tuesday, December 5, 2017
Topic: Problems and Solutions in Wills and Estates
Speaker: Blake Chapman, J.D., LL.M., S.J.D.
Tuesday, January 9, 2018
Topic: Estate Planning for the Elderly Clients
Speaker: John M. Macaulay, LL.B
Tuesday, February 6, 2018
Topic: US Tax Matters for Canadians
Speaker: Bob Gore, CPA, CA, CFP
Tuesday, March 6, 2018
Topic: Family Enterprise Planning Issue: The Threat of Following the Money for Tax Purposes
Speaker: Bill Crowther, CPA, CA, TEP, FEA, Tax Partner, Collins Barrow, Peterborough
Tuesday, April 3, 2018
Topic: Traditional Non. Registered Portfolios VS Segregated Funds "Simplified"
Speaker: J.P. Beaudoin, MBA, CIM, Regional Sales Manager, Wealth Management, Product Solutions Centre, GTA
Tuesday, May 1, 2018
Topic: Fair Market Value of Transfer of Life Insurance Policies
Speaker: Brian Callery, CFP, CLU, CH.F.C.
Monday, June 4, 2018
SEFPC Annual Golf Tournament at 12:30PM
Location: Remington Parkview Golf & CC, 6400 Steeles Avenue East, Markham, ON L3S 3J5
Fees: $120/person (includes fees, cart, prime rib supper)
Copyright @ Scarborough Estate and Financial Planning Council All rights reserved.
Tuesday, April 4, 2017
Topic: Top 5 Financial Mistakes in Divorce
Speaker: Tatiana Tevekova, CFP, RRC, CDFA, CFDS, Owner of Fairsplit Inc. http://www.fairsplit.ca
Tuesday, May 2, 2017
Topic: Enhancing Estate Values through Insurance Planning
Speaker: Ted Polci, CLU, TEP, is a founding partner of First York, an insurance advisory firm working with entrepreneurs, family businesses and their advisors for over 40 years. He has served as a Chair of Advocis (The Financial Advisor Association of Canada); charter member of both CALU and STEP Canada. Currently he serves as Deputy Chair of STEP Toronto.
Tuesday, Oct 6, 2015
Topic: Digital Legacy Matters and Estates and Trusts
Speaker: Daniel Nelson, LLB, MA, www.danielnelson.ca
Tuesday, Nov 3, 2015
Topic: New Housing options for Seniors - Sell and Stay - an option for seniors to unlock the equity in their home. An alternative to reverse mortgages.
Speaker: Trudi Johnston - Sales Representative Re/MAX All-Stars Realty Inc., Brokerage Master A.S.A (Accredited Senior Agent)
Tuesday, Dec 1, 2015
Topic: Flow Through Shares. Concepts/tax strategies/Current market conditions
Speaker: Andrew Gardiner, VP Sales, Marquest Asset Management Inc. www.marquest.ca
Tuesday, Jan 5, 2016
Topic: "CPP 2.0 – Situational Report on and Recommendations for Changes to the Canada Pension Plan”
Speaker: Michael Conway,
Tuesday, Feb 2, 2016
Topic: US Tax Update - back by popular demand!
Speaker: Bob Gore, CA, CFP, Robert Gore & Associates, Chartered Accountants. www.gore.ca
Tuesday, Mar 1, 2016
Topic: Investment practice succession - Logistical, tax and legal considerations
Speaker: Doug Carroll, VP, Tax & Estate Planning at Invesco Canada
Tuesday, Apr 5, 2016
Topic: Tax Update
Speakers: Jim Chung, CA, CPA and Darren Rotsch, CPA, CA, MMPA
Murphy & Chung Professional Corporation, Chartered Accountants, www.murphychung.ca
Tuesday, May 3, 2016
Topic: Assessing Capacity - To do what? Capacity is elastic and has a time dimension as well as a function dimension.
Speakers: Louise Silverston, Social Work Practice. Capacity Assessor with extensive experience in hospitals, long term care, and community settings.
Tuesday, November 3, 2020
Topic: Getting Wills done during Covid – Technical Developments, Risks
Speaker: Blake Chapman, J.D., LL.M., S.J.D., founder of Chapman Life Planning Law.
Tuesday, December 1, 2020
Topic: Travel Insurance Changes Related to Covid
Speaker: Martin Firestone, President at Travel Secure Inc.
Tuesday, January 5, 2021
break
Tuesday, February 2, 2021
Topic: Business Valuation Webinar
Speaker: Mark Korol Business Valuator, M&A Specialist, CPA; Paul McVean, trust and estate practitioner and CFP, CPA.
Tuesday, March 2, 2021
Topic:
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Tuesday, April 6, 2021
Topic:
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Tuesday, May 4, 2021
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Education Through Experience
ScarboroughEFPC
Tuesday, Oct 4, 2016
Topic: "Business Continuity and Information Techology Disaster Recovery for the Small Business - What you need to know"
Speaker: Mark W. Baker, MA, FCIP, CRM, MBCI, CBCP Mark has over 20 years of experience in business continuity planning and disaster and emergency management with both large organizations and small business. http://www.bcpriskmanagement.ca/
Tuesday, Nov 1, 2016
Topic: Recent changes to inter-corporate dividends, the small business deduction, and life insurance and their impact on typical owner manager planning. What does it all mean and what can still be done.
Speaker: Nathan Write, www.jgwlegal.com
Tuesday, Dec 6, 2016
Topic: The New Rules of Marketing: Platforms + Content = New Clients
Speaker: Alex Krawteschenko, MBA, Founder One Dream at a Time, Outside Inside Out Inc. Coach.
Tuesday, Jan 3, 2017
Topic: The Real Risks of Retirement and Legacy Planning and how to Protect yourself. (Don’t underlive in fear of overspending!)
Speakers: Jon Whitehead, B.Ed, CFP, and Carolan Mackay MBA, CFP, CEA of Jon Whitehead and Associates Private Wealth Management
http://www.jonwhiteheadandassociates.com/en/
Tuesday, Feb 7, 2017
Topic: The New Rules of Marketing: Platforms + Content = New Clients PART 2. Continuation of Decembers presentation.
Speaker: Alex Krawteschenko, MBA, Founder One Dream at a Time, Outside Inside Out Inc. Coach.
Tuesday, Mar 7, 2017
Topic: Case Study in Holistic Financial Planning: A multidisciplinary approach.
Speaker: Jim Boyko, CA, CPA, SEFPC Founding President, Elliot and Boyko
Tuesday, October 1, 2019
Topic: Beyond Compliance: Using data protection law to make your business thrive
Speakers: Rajen Akalu, Ph.D. Akalu Law Professional Corporation
Tuesday, November 5, 2019
Topic: Relationship Marketing in a Digital Age
Speaker: Susan Sommers and Anne Wootten, Wootten & Sommers, woottensommers.com
Tuesday, December 3, 2019
Topic: “The Importance of Being Contractual: Understanding Key Provisions”
Speaker: Seema Aggarwal, Barrister and Solicitor
Special Note: SEFPC 40th Anniversary
Tuesday, January 7, 2020
Topic: Comprehensive Financial Planning – LIVE – how to Model a plan for a client. Case Study.
Speaker: Bob Gore, Gore and Associates. Jon Whitehead and Carolan Mackay, Whitehead Mackay McNeill Private Wealth.
Tuesday, February 4, 2020
Topic: Building an Efficient Passive Portfolio
Speaker: Dan Tersigni, CFA, Senior Portfolio Manager, Wealthsimple
Tuesday, March 3, 2020
Topic: Back to Basics: IPPs and RCAs
Speaker: Fraser Lang, CFP, CHS, CLU, Senior Vice President Sales & Business Development GBL Inc., www.gblinc.ca
Tuesday, April 7, 2020
Topic: Panel on Philanthropy: “Making things right by Giving Back”
Speaker: confirmed - Donor Activist Author Wendy Murphy
Tuesday, May 5, 2020
Topic: Permanent insurance: A different asset class for your Investment Portfolio. How it works. Special tax rules that insurance has versus other financial assets. Life insurance is highly tax efficient and can yield a high rate of return for an estate (both corporately and personally)
Speaker: Ty Wehrenberg, CFP, CLU, ChFC, Senior Insurance Planning Specialist at IG Wealth Management
Tuesday, November 5, 2013
Topic: New CEA Designation – Certified Executor Advisor
Speaker: Mark O’Farrell President, Canadian Institute of Certified Executor Advisors. www.cicea.ca
Tuesday, December 3, 2013
Topic: Tax Update
Speakers: Jim Chung, CA, President of MurphyChung, and Darren Rotsch, CA, Account Manager, MurphyChung
Tuesday, January 7, 2014
Topic: Tax Efficient Retirement Income Strategies - “A Touch of Corporate Class: Practical Tax, from business clients to retirees.”
Speaker: Doug Carroll JD, LLM(Tax), CFP, TEP, Vice President, Tax & Estate Planning Invesco Canada Ltd.
Tuesday, February 4, 2014
Topic: Modern Family – Yours, Mine, Ours. Estate and Financial Planning Issues for the Blended Family
Speaker: Chistopher J Clapperton, Clapperton Munrow Law.
Tuesday, March 4, 2014
Topic: Mortgage Update and Strategies Including Discussion of Reverse Mortgages
Speaker: Michael Bain, Mortgage Intelligence
Tuesday, April 1, 2014
Topic: Charitable Giving: Donor Perspectives and Strategies
Speaker: Verna Chen, Director of Planned Giving, Scarborough General Hospital
Tuesday, May 6, 2014
Topic: Understanding the Financial Planning Profession: Compensation, Designations, Titles, Regulatory Framework
Speaker: John C. Hood of JC Hood Investment Counsel, frequent BNN Commentator, outspoken advocate for investors.
Tuesday, October 2, 2018
Topic: Non-Closings & Deposits; Past- Present- Future Market, Representation as Client, Customer or Multiple; Seniors Handling & Protection; Electronic Signatures, July 1/16
Speakers: Ed Robinson, Broker, eXp Realty Canada Inc.
Tuesday, November 6, 2018
Topic: Planning for Persons with Disabilities
Speaker: Charles Eyton-Jones, LLB and Blake Chapman, J.D., LL.M., S.J.D.
Tuesday, December 4, 2018
Topic: “When Estate Law meets Business Litigation”
Speaker: Caroline E. Abela, LLB, WeirFoulds LLP
Tuesday, January 8, 2019
Topic: "Benefits of Reverse Mortgage"
Speaker: Michael Bain of Key Mortgage Partners-DLC and Shan De Mel of Home Equity Bank
Tuesday, February 5, 2019
Topic: “HR Issues with Business Succession Planning”
Speaker: Ryan Day from Peninsula Canada
Tuesday, March 5, 2019
Topic: “Privacy and Data Security”
Speaker: Seema Aggarwal, Barrister and Solicitor
Tuesday, April 2, 2019
Topic: “Communicating with Executors” or "Engaging Executors Crucial to the Greatest Wealth Transfer in History"
Speaker: Mark O’Farrell, The Canadian Institute of Certified Executor Advisors. (CICEA)
Tuesday, May 7, 2019
Topic: "Cyber Crime; E&O - Directors and Officers Risk; Employment Practices and Employee Liability"
Speaker: Guida Leyland, Bryson Insurance
Monday, June 3, 2018
SEFPC Annual Golf Tournament at 12:30PM
Location: Remington Parkview Golf & CC, 6400 Steeles Avenue East, Markham, ON L3S 3J5
Tuesday, Oct 2, 2014
Topic: Estate Litigation - Best Practices for Managing and Avoiding it.
Speakers: Charles Eton Jones, LLB and John Macauley, LLB
Tuesday, Nov 4, 2014
Topic: Elder Abuse including Financial Elder Abuse
Speakers: Gary Gomez, Constable, 42 Division Crime Prevention and Dale Nichiporik, Constable, 42 Division Community Relations Officer
Tuesday, Dec 2, 2014
Topic: Tax Update
Speakers: Nick Bird CA, CPA of Chaplin Burd and Geoff Crewe, CA, CPA, CFP of G Crewe and Associates
Tuesday, Jan 6, 2015
Topic: Long Term Care Insurance
Speaker: Jennifer Jacobs CFP, CLU, CHS, EPC, Jennifer Jacobs Insurance Consulting Inc. www.ltciconsulting.ca
Tuesday, Feb 3, 2015
Topic: Does it Fit? Generic Discussion about Investment Products and Segregated Funds and their uses for different circumstances.
Speakers: Brian Callery, CFP, CLU, CH IC, Steven Mosolanczki, CLU, CFP, The Callery Group
Tuesday, Mar 3, 2015
Topic: U.S. Personal Tax Issues and Cross Border Tax Issues - an update.
Speaker: Bob Gore, CA, CPA
Tuesday, Apr 7, 2015
Topic: Customer Relationship Model - CRM2 - Implications for Advisors and Investors
Speaker: Barbara Amsden, Managing Director, Investment Industry Association of Canada
Tuesday, May 5, 2015
Topic: New Estate and Testamentary Trust Rules Rock the World of Estate Planning.
Speaker: Karen Slezak, CPA, CA, CFP, TEP, Partner, Tax with Crowe Soberman