Legacy Across Generations

Using Permanent Life Insurance to Benefit Children and Grandchildren

Monday, September 28, 2026 | 12:00 p.m.

Guest Speaker: Terry Brownell
Advanced Care Consultant, Insurance | Canada Life

Estate planning is often about more than transferring wealth to the next generation. For many families, the goal is to create a legacy that can extend well beyond it.

Join the Regina Estate Planning Council as Terry Brownell of Canada Life explores a multigenerational planning strategy that uses permanent life insurance to help grandparents provide for both their children and grandchildren.

Terry will discuss how a cascading life insurance strategy can be structured, how ownership and beneficiary arrangements may evolve over time, and where this approach can fit within a broader estate and wealth-transfer plan.

Attendees will gain a practical understanding of how this strategy may help families:

• Extend wealth beyond the next generation

• Provide meaningful benefits for both children and grandchildren

• Incorporate permanent life insurance into a broader estate plan

• Create a more intentional multigenerational legacy

This session will be valuable for financial planners, lawyers, accountants, insurance professionals, trust and estate practitioners, and others involved in helping families plan for the transfer of wealth.

October 2026 Event

November 2026 Event

Holiday Networking & AGM Event

Inactive Income — Why It Matters & When?

Join us for an insightful and practical discussion with Dean Klippenstine and Tyson Kennett of MNP as we explore the growing importance of inactive income in today’s tax and estate planning landscape.

Changes to tax rules over the past several years have significantly impacted private corporations earning passive (inactive) income. For business owners, holding companies, and incorporated professionals, understanding how inactive income affects small business deductions, refundable taxes, and long-term planning has never been more critical.

During this session, Dean and Tyson will cover:

What qualifies as inactive (passive) income

How inactive income affects the Small Business Deduction

The interaction between corporate investment income and refundable tax mechanisms

Planning considerations for business owners and their advisors

When inactive income becomes a strategic opportunity — and when it becomes a problem

Whether you advise incorporated clients or work with private corporations, this session will provide practical insights you can immediately apply in your planning conversations.

The State of Giving: How Saskatchewan Really Donates

Join us on May 6 for a data-driven look at charitable giving in Saskatchewan and across Canada with Adam Hicks of the Saskatchewan Community Foundation.

From donor trends to shifting behaviours, this session will unpack what the numbers really say—and what it means for advisors, charities, and the communities we serve.

Summer Networking Social

Connect, collaborate, and enjoy an evening at Crave

The Regina Estate Planning Council and the CAGP Saskatchewan South Chapter invite you to join us for a relaxed Summer Networking Social at Crave Kitchen + Wine Bar.

This joint event brings together professionals from across Regina’s estate planning, financial, legal, accounting, charitable giving, and philanthropic communities. It’s an opportunity to reconnect with colleagues, meet new people, exchange ideas, and strengthen relationships across our professional community.

No formal presentation—just good conversations, great company, and an enjoyable evening at one of downtown Regina’s favourite gathering places.

Event Details

Date: Tuesday, August 25, 2026
Time: 4:00–6:00 p.m.
Location: Crave Kitchen + Wine Bar
Address: 1925 Victoria Avenue, Regina

Registration includes appetizers and one complimentary drink.

Registration

Regina Estate Planning Council and CAGP members: Complimentary
Non-members: $[0

Advance registration is required.

REGISTER NOW

We hope you’ll join us as we wrap up the summer and look ahead to another great season of learning, collaboration, and connection.