• Home
  • Members
  • Join
  • Meetings
    • Upcoming Meetings
    • Past Meetings
  • News
  • Resources
    • Links & Resources
    • Reports
  • Contact
Estate Planners' Council of Hamilton
  • Home
  • Members
  • Join
  • Meetings
    • Upcoming Meetings
    • Past Meetings
  • News
  • Resources
    • Links & Resources
    • Reports
  • Contact

Upcoming Events

Loading view.

Events Search and Views Navigation

Event Views Navigation

  • List
  • Month
  • Day
Today
05:30 PM
April 9 @ 05:30 PM - 07:00 PM

What’s Happening Out There? – Dianna Flannery, JD, TEP – Head Office Tax, Retirement and Estate Planning Consultant – Manulife Financial

Liuna Station 360 James Street North, Hamilton

This presentation will review some of the trends being noted in the financial services industry relating to beneficiary designations, addiction/mental health issues and capacity.  The presentation will also consider the impact insurance trusts have on planning where these issues arise.  There will be a focus […]

  • Previous Day
  • Next Day
  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live
  • Export .ics file
  • Export Outlook .ics file

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message

Estate Planners’ Council of Hamilton

The Estate Planners’ Council of Hamilton (EPCH) is a not-for-profit organization of accredited professionals from interrelated disciplines such as legal, tax, investing, insurance, trust and charitable gift planning whose members advise the public on different aspects of estate planning and administration.

Meeting Location

  • Liuna Station, 360 James Street North, 2nd Floor, Hamilton, ON

© 2024 · Estate Planners' Council of Hamilton. Designed by Ex Nihilo Designs.