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Estate Planners' Council of Hamilton
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Latest Past Events

Oct 10 2023
Featured Featured October 10 @ 05:30 PM - 07:30 PM

Oct EPC – Estate Planning: Uncovering Hidden Opportunities Using Segregated Funds

Liuna Station 360 James Street North, Hamilton

Jon Hreljac, CPA, CMA of Manulife Investment Management will speak to segregated fund contract strategies and how their flexibility can help provide estate planning benefits in specific situations.  Jon will also discuss real life examples which demonstrate the consequences from a tax and estate planning perspective […]

Sep 12 2023
Featured Featured September 12 @ 05:30 PM - 07:30 PM

September EPC – Strategic Philanthropy: Benefits of Partnering with the Charitable Sector – Lisa Gonnering & Judith Drost

Liuna Station 360 James Street North, Hamilton

Strategic Philanthropy: Benefits of Partnering with the Charitable Sector - Lisa Gonnering & Judith Drost This session will define strategic philanthropy, explain motivations for charitable giving, tax-effective ways to give and the importance of incorporating charitable giving in your client’s estate plan.   The presenters […]

Apr 11 2023
April 11 @ 05:30 PM - 07:30 PM

April – TBA

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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

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