Pro-Rated Membership $30 + GST
Inclusion to the Member Directory displayed on the site
$10 Discount to Events (Virtual or In-Person)
Exclusive invites to member social events
Listing on the Regina Estate Planning Council Members Directory
Possible CE Credits for events.
REGINA ESTATE PLANNING COUNCIL
Looking for a local estate planning professional? Contact one of our members.
MEMBERS DIRECTORY
Tax Update
UPCOMING EVENTS
The sole purpose of our meetings is to allow the membership to openly share ideas and work experience with each other; to hear noted experts in the various areas of estate planning speak on topics of interest. We endeavour to provide an engaging program based on topics that are relevant to our members.
Tax Update
Guest Speaker: Jeff Hansen, Partner, Virtus Group LLP
March 18, 2020
12:00pm-1:00pm
Zoom Meetings
Tickets available at reginaepc.eventbrite.caTBD & AGM
Guest Speaker: TBD
May 20, 2020
12:00pm-1:00pm
Zoom Meetings
Tickets available at reginaepc.eventbrite.caHow Technology is Changing Estate Planning
Guest Speaker: Erin Bury | Co-Founder & CEO | Willful
Thursday September 24, 2020
12:00pm-1:00pm
Zoom Meetings
Tickets available at https://how-technology-is-changing-estate-planning.eventbrite.caHow COVID-19 is Evolving Estate Planning in Sask
Guest Speakers: Jeff Hansen | Senior Manager | Virtus Group LLC
Scott Sather | Portfolio Manager & Financial Planner | RBC Dominion Securities
Amrit Mavi | Financial Planner | Mavi Wealth Management Inc.
Jeffrey Norwig | Partner | McDougall Gauley LLP
Lisa Green | VP of Development | Hospitals of Regina Foundation
Zoom Meetings
12:00pm-1:00pm
Zoom
Tickets available at https://www.eventbrite.ca/e/how-covid-19-is-evolving-estate-planning-in-saskatchewan-tickets-122584219701Business Building & Giving: How to Engage Clients in the Philanthropic Conversation
Guest Speakers: Paul Nazareth | VP of Education | Canadian Association of Gift Planners
December 10, 2020
12:00pm-1:00pm
Zoom Meetings
Tickets available at https://business-building-giving.eventbrite.caUsing Life Insurance in Private Companies
Guest Speaker: Chris Thompson, Advanced Case Consultant | Equitable Life of Canada
January 21, 2020
12:00pm-1:00pm
Zoom Meetings
Tickets available at reginaepc.eventbrite.caMembership 2020-21
Become a member of the Regina Estate Planning Council
Pro-Rated Membership $30 + GST
31.50Your membership for the remainder of the year to the Regina Estate Planning Council includes:
Inclusion to the Member Directory displayed on the site
$10 Discount to Events (Virtual or In-Person)
Exclusive invites to member social events
Listing on the Regina Estate Planning Council Members Directory
Possible CE Credits for events.QuantityComing soonMembership $50 + GST
52.50Your membership to the Regina Estate Planning Council includes:
Inclusion to the Member Directory displayed on the site
$10 Discount to Events (Virtual or In-Person)
Exclusive invites to member social events
Listing on the Regina Estate Planning Council Members Directory
Possible CE Credits for events.QuantityAll options are out of stockComing soonSubscribe for invites and updates
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ABOUT US
We are professionals from interrelated disciplines including legal, tax, financial planning, insurance & charitable giving in the Regina area who advise mutual clients on aspects of estate planning
Board Executive MembersPresident: Scott Sather, scott.sather@rbc.com (Financial Planning)
Treasurer: Jeff Hansen, jeff.hansen@virtusgroup.ca (Tax)Secretary:
Communications: Scott Sather, scott.sather@rbc.com
Program Chair- Doug Marriott, douglas.marriott@td.com (Financial Planning)Member at Large- Karie Walsh, kjwalsh@kpmg.ca (Tax)
Member at Large-Amrit Mavi, amritpaul.mavi@freedom55financial.com (Insurance)
Member at Large- Ashley Fekula, ashley.fekula@rbc.com (Insurance)
Member at Large- Jeffrey Norwig, jnorwig@mcdougallgauley.com (Law)
Member at Large- Lisa Granatier Tremblay, lgranatiertremblay@mltaikins.com (Law)
Member at Large- Lisa Green, lisa.green@hrf.sk.ca (Charitable Giving)
PAST EVENTS
Below are a list of our past events and presenters:
Thursday June 11, 2020 "Tax Potpourri & AGM"
Guest Speaker: Jeff Hansen | Virtus Group
Thursday January 16, 2020 "Estate Litigation and Other Contentious Matters"
Guest Speakers: Turner Ralston | Associate | MLT Aikins LLP | Lisa Granatier Tremblay | Paralegal| MLT Aikins LLP
Thursday November 21, 2019 "Powers of Attorney"
Guest Speaker: Carolyn Decker, Public Guardian and Trustee
Thursday October 17, 2019 "The ABC's of Dementia"
Guest Speaker: Abby Wolfe, Alzheimer Society
Thursday September 19, 2019 "Agent for Executor"
Guest Speakers: Cindy Simmons | RBC Wealth Management Royal Trust
June 13, 2019 "A Triad of Impact: You, Your Client, and their Charity"
Guest Speakers: Dino Sophocleous, President & CEO and Jessica Rawn, Director Development | Hospitals of Regina Foundation
March 21, 219 "Aging and changing care needs: Demystifying the process"
Guest Speaker: Crystal Spooner | Orange Tree Living
February 21, 2109 "The Best Laid Estate Plans... Are They Safe?
Guest Speaker: Paul Korpan | Kanuka Thuringer LLP
January 24, 2019 "Clarity After The Noise - Tax Update For Farmers"
Guest Speaker: Dean Klippenstine, MNP LLP Presentation: https://uploads.strikinglycdn.com/files/bf742a82-0529-4ceb-aa7e-ed120b20144a/Regina Estate Planning Council - The Business of Farming - January 2019.pdf?id=152185
November 21, 2018 "Estate Auctions: The Ins and Outs"
Guest Speaker: Loren McDougall, McDougall Auctioneers
May 17, 2018 "Health Care Directives and Annual General Meeting"
Guest Speaker: Dani Goddard | Senior Health Educator | Advance Care Planning Program | Sask Health Authority
March 15, 2018 "A Whole New (Digital) World"
Guest Speakers: Greg Moore & Justin Reves | Pidgeon Social
February 15, 2018 "Protecting Assets from Creditors – What Is and Is Not Allowable"
Guest Speaker: James Rose | Lawyer | MLT Aikins
January 25, 2018 "Tax Change: Tax on Split Income"
Guest Speaker: Graham Purse, Lawyer, Anderson Purse Lawyers and Jeff Hansen, Senior Tax Manager, Virtus Group
November 16, 2017 "Understanding the Private Company Tax Changes"
Guest Speaker: Karie Walsh, Senior Manager, KPMG
May 25, 2017"Annual General Meeting" and "Insolvent Estates"
Guest Speaker: Pamela Meger, CIRP, LIT | Senior Manager| MNP
March 16, 2017 "Forming an Exit Strategy"
Guest Speaker: Randy Beattie, President and CEO - PFM Capital
February 2, 2017 "Physician Assisted Suicide"
Guest Speaker: Dr. Carmen Johnson | Physician | Regina Qu’Appelle Health Region
November 16, 2016 "Financial Products for Minors"
Guest Speaker: Rick Tiefenbach, Sun Life
October 26, 2016"Give Probate a Chance"
Guest Speaker: Jeffery Norwig | Lawyer | Parwez Financial
September 22, 2016"Business Valuations"
Guest Speaker: Kent Brown CBV - MNP Saskatoon Office
May 27, 2016 "Annual General Meeting" and "Reviewing 2016 Federal Budget"
Guest Speaker: Josh Shankowsky | Senior Manager| MNP
Cassandra Whitelaw, CPA, CA | Tax Accountant| MNP
Adnan Parwez B.Sc, CFP, CLU, CHS | Financial Planner | Parwez Financial
March 17, 2016 "Inter Corporate Dividends and the New 55(2) Rules"
Guest Speaker: Graham Purse | Miller Thomson
February 24, 2016 "Family Law and Estate Planning"
Guest Speaker: David Couture | Lawyer| Kanuka Thuringer LLP
Zena Amundsen | Financial Planner | Astra Financial
November 19, 2015 "Transitions Estate Services and Speers Funeral and Cremation Services"
Guest Speaker: Linda Ennis | Owner |Transitions Estate Services
Krista Christensen |Continuing Care Coordinator | Speers
October 29, 2015 "Insurance Update - Upcoming Changes to Policyholder Tax Rules"
Guest Speaker: Adnan Parwez B.Sc, CFP, CLU, CHS | Financial Planner | McDougall Gauley LLP
May 14, 2015 "Annual General Meeting" and Panel Discussion "The Untimely Demise"
Guest Speaker: Josh Shankowsky | Senior Manager| MNP
Amy D. Banford | Lawyer | McKercher LLP.
Rick Tiefenbach | Financial Advisor | Sun Life Financial.
March 19, 2015 "Networking Event: Creditor Planning and Exemptions"
Guest Speakers:Yens Pedersen | Lawyer | Pedersen Law Professional Corporation
Ian Schofield CRP, Trustee, CA, CBV | Senior Vice-President | MNP
January 22, 2015 "The Ins and Outs of Family Trusts"
Guest Speaker: Graham Purse | Miller Thomson
November 20, 2014 "Investment Fraud and Financial Abuse of Elders"
Guest Speaker: Derek Maher, Crown Prosecutor
October 16, 2014 "US Cross Border Tax Planning"
Guest Speaker: Eric Morey, Senior Manager, International Tax at Deloitte
September 18, 2014 "Success in Fundraising and Planned Giving"
Guest Speaker: Don Gorsalitz, CFRE, President, DCG Philanthropic Services Inc.
May 29, 2014 "Annual General Meeting"
March 2014 "Advance Care Planning"
Guest Speaker: Marlene Glettler, RSW, Regina Qu'Appelle Health RegionJanuary 2014 "Insurance as an Estate planning tool"
Guest Speaker: Dave Thompson, Regional Marketing Director, ManulifeNovember 2013 "The Business of Farming"
Guest Speaker: Dean Klippenstine, CA, Agriculture Specialist MNP
http://www.mnp.ca/en/contact/personnel/dean-klippenstineOctober 2013: "10 Things You Should Know About Wills"
Guest Speaker: Yens Pederson, Yens Pedersen, Lawyer/Owner, Pedersen Law Prof. Corp.
http://ca.linkedin.com/pub/yens-pedersen/b/951/46a @Yens_PedersenSeptember 2013: "Everything You've Heard About Social Media Is Wrong"
Guest Speaker: Jeph Maystruck, Partner, Strategy Lab
http://ca.linkedin.com/in/jephmaystruck strategylab.ca @JephMaystruckCONNECT
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