Events

The Estate Planning Council of Calgary hosts six dinner meetings each year at the Calgary Golf and Country Club.  Generally, in the evening on the first Monday of every month.

The November meeting is the Annual General Meeting at which the Board of Directors is elected and business resolutions are voted upon.

The Christmas Meeting is a social event with musical entertainment following dinner.  Members are encouraged to bring their spouse or partner to this event.

Upcoming events

    • Monday, October 02, 2023
    • 5:30 PM - 8:00 PM
    • Calgary Golf and Country Club
    Register

    Eclectic Elegance in Estate and Succession Planning

    A number of modern issues have created a great deal of complexity for estate and succession planning.  Some of these are societal, such as non-traditional families and geographic mobility.  It is common for heirs and assets to be located in different jurisdictions and even continents.  Some issues are regulatory, such as FATCA, increased transparency and constantly evolving tax laws.  How is a planner to assimilate these complexities and produce an effective and elegant estate and succession plan that protects clients in the way they wish?

    Robert Worthington is a tax partner at Field Law LLP and handles a significant number of cross-border matters.  He works with business owners and introduces a framework to help other practitioners simplify the complexity in both domestic and cross border situations.

    YOUR REGISTRATION OPTIONS ARERegistration is required for in person attendance.

    REMINDER:  If you are a Member paying the ALL INCLUSIVE annual rate, you must still register for the event at no charge.  

    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. Registration is not transferable.

    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.

Past events

Tuesday, August 15, 2023 Drop In Summer Networking Event
Monday, May 08, 2023 Budget 2023 and Tax Update
Monday, March 06, 2023 A Family Bank: Identifying Policies to Allocate Non-Financial Pursuits Fairly
Monday, February 06, 2023 A New Trustee Act for Alberta and Upcoming Trust Tax Disclosure Rules
Monday, December 05, 2022 Holiday Event
Monday, November 07, 2022 When Prospects Don't Fit your Profile - A Panel Discussion
Monday, October 03, 2022 Life Insurance as a Funding Tool in Estate Planning
Monday, May 16, 2022 Bonhams: Elite Auctioneers and Estate Planners
Monday, April 04, 2022 After a Pandemic: Estate Planning from a Legal Perspective
Monday, March 07, 2022 Stop Frankensteining It
Monday, February 07, 2022 February 7 Event- Cancelled
Monday, October 04, 2021 October 4 Supper Social
Monday, May 03, 2021 Estate Philanthropy in Canada; Today’s landscape and looking forward
Monday, March 01, 2021 Investment Industry: Yesterday, Today, Tomorrow
Monday, February 01, 2021 Cascading Wealth through the Generations using Life Insurance
Monday, December 07, 2020 Investment Industry: Investing Like a Sovereign Wealth Fund
Monday, November 02, 2020 Family Law Update & AGM
Monday, October 05, 2020 Tax Update
Monday, May 11, 2020 CANCELLED - General Meeting - Investment Industry
Monday, March 02, 2020 General Meeting - Care and Housing Options for Seniors
Monday, February 03, 2020 General Meeting - Case Law Update
Monday, December 02, 2019 Christmas Meeting
Monday, November 04, 2019 Annual General Meeting and Tax Update
Monday, October 07, 2019 General Meeting - Panel of Trust Company Representatives
Monday, May 13, 2019 General Meeting
Monday, March 04, 2019 General Meeting
Monday, February 04, 2019 General Meeting
Sunday, February 03, 2019 General Meeting
Monday, December 03, 2018 Christmas Meeting
Monday, November 05, 2018 Annual General Meeting and General Meeting
Monday, October 01, 2018 General Meeting
Monday, May 07, 2018 General Meeting
Monday, March 05, 2018 General Meeting
Monday, February 05, 2018 General Meeting
Monday, December 04, 2017 Christmas Meeting
Monday, November 06, 2017 Annual General Meeting
Monday, October 02, 2017 General Meeting
Monday, May 08, 2017 General Meeting
Monday, March 06, 2017 General Meeting
Monday, February 06, 2017 General Meeting
Monday, December 05, 2016 Christmas Meeting
Monday, November 07, 2016 General Meeting and AGM
Monday, October 03, 2016 General meeting
Monday, May 09, 2016 General Meeting
Monday, March 07, 2016 General Meeting
Monday, February 01, 2016 General Meeting
Monday, December 07, 2015 Annual Christmas Meeting
Monday, November 02, 2015 Annual General Meeting
Monday, October 05, 2015 General Meeting
Monday, May 11, 2015 General Meeting
Monday, March 02, 2015 General Meeting
Monday, February 02, 2015 General Meeting
Monday, December 01, 2014 Annual Christmas Meeting
Monday, November 03, 2014 Annual General Meeting
Monday, October 06, 2014 General Meeting
Monday, May 12, 2014 General Meeting
Monday, March 03, 2014 General Meeting
Monday, February 03, 2014 General Meeting
Monday, December 02, 2013 Annual Christmas Meeting
Monday, November 04, 2013 Annual General Meeting
Monday, October 07, 2013 General Meeting
Monday, May 13, 2013 General Meeting
Monday, March 04, 2013 General Meeting
Monday, February 04, 2013 General Meeting
Monday, December 03, 2012 Christmas Meeting
Monday, November 05, 2012 Annual General Meeting
Monday, October 01, 2012 General Meeting
Monday, May 07, 2012 General Meeting
Monday, March 05, 2012 General Meeting
Monday, February 06, 2012 General Meeting
Monday, December 05, 2011 Annual Christmas Dinner
Monday, November 07, 2011 Annual General Meeting
Monday, October 03, 2011 General Meeting
Monday, May 09, 2011 General Meeting
Monday, March 07, 2011 General Meeting
Monday, February 07, 2011 General Meeting
Monday, December 06, 2010 Annual Christmas Meeting
Monday, November 01, 2010 General Meeting
Monday, October 04, 2010 General Meeting
Monday, May 03, 2010 The Risks and Rewards of Canadian Small Cap Investing

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