***** In light of the pandemic all meetings will be Virtual the time being. *****
Our membership provides an opportunity for professionals of various disciplines to meet and learn about ever-changing legislation, tax rulings and other matters of interest pertaining to estate planning. A significant benefit of membership is the fostering of co-operation and sharing of information between the various professions of accounting, insurance, law, financial planning, investment management, trust services and planned giving.
As a result of the pandemic meetings will be virtual and limited to one hour 12pm to 1pm on the second Tuesday of each month.
Membership and guest fees will be waived for the time being so please feel free to share the meeting link with guests you feel may benefit
Meetings are on the second Tuesday of every month from September to May.
The format is as follows:
11:55am to 12:00pm - Log on to Zoom and Technology check
12:00pm to 12:05pm - Updates and notices
12:05pm to 12:50pm - Guest speaker (30-45 minutes)
If you have a guest speaker or idea for a topic we welcome your input!
If you are interested in applying for membership please click on the button to send us your information. We require all applicants to provide us their CV to prove that you have the requisite number of years of relevant experience (minimum of three years) and we will also ask you which one of our existing members is nominating you to join. Please note that there are a limited number of memberships in each category of profession and we are frequently at capacity.