PAC SEMINAR:
Economic Update & Gifting Strategies You Need to Know
We are delighted to invite you to the popular in-person breakfast and seminar hosted by the Jewish Foundation’s Professional Advisory Committee.
During the seminar, you will receive a timely economic update from field expert Benjamin Tal, Managing Director, Deputy Chief Economist, CIBC World Markets Inc.
You will also hear from industry specialists Avra Rosen, Partner at Rosen Sack LLP, and Corina Weigl, Partner at Fasken LLP, about protecting gifts made during and after one’s lifetime and the related legal and tax considerations. Avra and Corina’s discussion will include topics such as homes and cottages, family trusts, loans, marriage contracts, and more.
Sarah Brown of Al G. Brown & Associates will also be presenting a charitable case study.
We look forward to connecting with you there!
Tuesday, May 31, 2022
Networking and Breakfast: 7:30 AM | Program: 8:00 AM - 10:00 AM
Beth Emeth Bais Yehuda Synagogue*
100 Elder Street
North York, ON
M3H 5G7
*The venue requires proof of double vaccination and masks to be worn (except while eating).
Kashruth Observed
Special “Welcome Back!” discounted rate for all attendees: $50 per person
Continuing education credits will be available.
Please register by 5:00 PM on Friday, May 20.
By registering and attending this event, you agree to the use of your photo and/or video to be used for publications, news releases, online, and in other communications, related to UJA Federation of Greater Toronto and/or The Jewish Foundation of Greater Toronto.
For more information, please contact Melissa Reiken at mreiken@ujafed.org
Lead Sponsor:
Breakfast Sponsor:
Registration for this seminar has now been closed.
SPEAKERS
Benjamin Tal, Managing Director, Deputy Chief Economist, CIBC World Markets Inc.
Benjamin Tal has more than 20 years of experience in the private sector advising clients, industry leaders, corporate boards, trade associations, and governments on economic and financial issues. He is also a member of the Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee of the Toronto Board of Trade. He is also a member of the board of Governors of Junior Achievement of Central Ontario, and a board member of Toronto Finance International.
Avra Rosen, Certified Specialist Family Law, Certified Mediator & Arbitrator, Founding Partner, Rosen Sack LLP
Avra Rosen is certified as a Specialist in Family Law by the Law Society of Ontario. She is often involved in the negotiation of marriage contracts concentrating on significant gifts made prior to the marriage, including residences and cottages, beneficial interests in family trusts, etc. As a litigator, Avra negotiates complex disputes and has extensive trial and appellate experience at all levels of the Ontario Courts. Recently, Avra and four colleagues launched The Minerva Group, an association of senior female family law counsel offering timely access to mediation, arbitration, and litigation management services.
Corina Weigl, Co-Leader, Private Client Service, Partner, Fasken LLP
Corina Weigl’s practice is focused on estate and family business succession planning. Corina also represents clients in litigious matters including will challenges, mental capacity matters, applications for advice and direction of the court and passing of fiduciary accounts. Corina is current Chair of the Professional Development Committee at Fasken and Chair of STEP Toronto. She is also a Member of STEP Toronto Branch, STEP Canada Editorial Board, and she has a STEP Canada Certificate in Estate and Trust Administration.
CHARITABLE CASE STUDY PRESENTER
Sarah Brown, Client Engagement Manager, Al G. Brown & Associates
Sarah Brown is the Client Engagement Manager at Al G. Brown and Associates, an independent estate, financial planning, and insurance brokerage firm located in midtown Toronto. As Client Engagement Manager, Sarah is responsible for all aspects of the client experience as well as marketing and communications. Since joining the firm in 2011, she has worked in many client relations capacities in supporting the company’s mandate to help individuals and families use their wealth to fulfill the purposes they value most.