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Estate planning council of calgary

General Meeting

  • Monday, May 12, 2014
  • 5:30 PM - 8:29 PM
  • Calgary Golf & Country Club


  • Dinner registration for Board/Regular Members.

Registration is closed
Speaker: Tom Sorge and Alison Maher
Topic: Values Based Planning:

“Tom Sorge and Alison Maher have created a presentation around the book they  co-authored  called “ The Future of You” .  The overriding theme is Values Based Planning , and shows how families can become more effective in their  planning around Financial Independence, Family Legacy and Social Capital if they start at a different place. They refer to the “Why “ and “ How” of planning and use a metaphor called the “Planning Horizon” to emphasize the importance of understanding ones mission , vision , values and goals , before implementing any of the many strategies that are commonly applied in  in wealth planning. “


Please note:

To ensure that The EPCC is able to provide accurate numbers to the Calgary Golf and Country Club, we ask that you register both yourself and your guest (where applicable) no later than the Thursday evening prior to the event.


We also remind you that the Calgary Golf and Country Club has a strict NO DENIM and NO CELL PHONE policy and we ask that all members adhere to these requirements.

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