Educational Seminars

 

The Jewish Foundation holds educational seminars with relevant tax, legal and estate planning topics to an audience of professional advisors, offering Continuing Educational Credits and a forum for networking.

Past Seminars:

 

November 22, 2016

 

Professional Advisors Networking and Breakfast Seminar Presents:

Current Issues in Real Estate 

 

Leading experts covered the following topics:

  • Economic Overview
    Avery Shenfeld, Managing Director and Chief Economist CIBC Capital Markets

 

  • Charitable Case Study
    Mark Halpern, WEALTHinsurance.com

 

  • Succession Planning & Avoiding Disputes
    Eric Hoffstein, Partner Minden Gross LLP

 

  • U.S. Real Estate: Personal & Commercial
    Beth Webel, Partner, PricewaterhouseCoopers LLP

 

  • Principal Residence & Vacation Properties 
    Robbie Handelman, Vice President, Tax & Wealth Natixis Global Asset Management 

 

Gallery:

June 7, 2016

 

Professional Advisors Networking and Breakfast Seminar Presents:

Wealth and Estate Erosion, Tax and Financial Planning 

 

Leading experts covered the following topics:

  • Economic Update: What is on the Horizon?
    Benjamin Tal, CIBC World Markets Inc.

 

  • Charitable Case Study
    Alexandra Spinner, Crowe Soberman LLP

 

  • Insurance Strategies Before and After December 31, 2016
    David Wm. Brown, Al G. Brown & Associates

 

  • Recent Tax Changes for Business Owners
    Ronnie Appleby, Robins Appleby LLP

 

  • Financial and Retirement Planning... Will I Have Enough?
    Monique Madan, Financial Planner

 

Gallery:

December 3, 2015

 

Professional Advisors Networking and Breakfast Seminar Presents:

Tax and Estate Planning for the Complex and "Modern" Family

 

Leading experts covered the following topics:

  • Family Planning for the "Modern" Family
    Lorne Wolfson, Torkin Manes LLP

 

  • Charitable Case Study
    Daniel Glazerman, Evans Investment Counsel 

 

  • Insurance Planning for the Complex & "Modern" Family
    Glenn Stephens, PPI Advisory

 

  • Trust Planning for the Complex & "Modern" Family
    Ali Spinner, Crowe Soberman LLP

 

  • Tax Planning for the Complex & "Modern" Family
    Jamie Golombek, CIBC Wealth Advisory Services

 

The Jewish Foundation is grateful to Israel Bonds Canada as the 2016 Lead Professional Advisors Sponsor and to Cidel Financial Group as Seminar Sponsor.

Interested?

 

If you are interested in receiving an invitation to future PAC seminars, please leave your email in this form or contact jewishfoundation@ujafed.org 

 

Continuing education credits available for Advocis, CFP, Chartered Professional
Accountants of Ontario, IIROC and the Law Society of Upper Canada.