Join us on October 19th, 2017 at the Old Mill in Toronto for our popular Advocis Toronto Advanced Learning Series! In keeping with our commitment to deliver the utmost value to you, we will deliver a full-day of learning from industry leading experts who will present to us on topics designed to add value to your practice and advice for our clients. 

 

Topics Include: 

• Incapacity & Power of Attorney Documents – Potential for Misuse and Abuse

• Tax Efficient Income Strategies

 

1) Sam M. Febbraro, President and CEO Counsel Portfolio Services and EVP Advisor Services, Investment Planning Counsel

2) Doug Carroll, JD, LLM (Tax), CFP, TEP, Practice Lead, Tax and Estate Planning - Meridian Credit Union

3) Kimberley Whaley, CS, TEP, LLM, WEL Partners

4) Peter Wouters, Director, Tax Retirement & Estate Planning, Wealth - Empire Life Investments

 

5) Florence Marino, B.A., LL.B, TEP, Assistant Vice President, Tax, Retirement and Estate Planning Services, Retail Markets, Manulife

 

6) Dan Richards

 

 

 8:00 AM – Registration, Breakfast and Networking

 9:15 AM – Opening Remarks

 9:30 AM – Sam M. Febbraro, President and CEO Counsel Portfolio Services and EVP Advisor Services, Investment Planning Counsel

10:15 AM – Doug Carroll, JD, LLM (Tax), CFP, TEP, Practice Lead, Tax and Estate Planning - Meridian Credit Union

11:00 AM – Coffee Break

11:15 AM – "Advising the Advisors: Incapacity & Power of Attorney Documents – Potential for Misuse and Abuse", Kimberley Whaley, CS, TEP, LLM, WEL Partners

12:00 PM – Q&A Session

12:15 PM - Lunch

1:00 PM – Institute Update

1:10 PM – "Tax Efficient Income Strategies", Peter Wouters, Director, Tax Retirement & Estate Planning, Wealth - Empire Life Investments

 1:55 PM – Florence Marino, B.A., LL.B, TEP, Assistant Vice President, Tax, Retirement and Estate Planning Services, Retail Markets - Manulife

 2:15 PM – Q&A Session

 2:25 PM –  Coffee Break

 3:10 PM – Dan Richards

 4:00 PM –  Event Close