What's New

This section is where we try to provide members with news/articles of interest: 

  • 14 Mar 2014 9:00 AM | Deleted user

    “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. “

  • 14 Mar 2014 8:47 AM | Deleted user
     The Bill 4 - Estate Administrator Act presented by Donna L. Molzan from Alberta Justice & Solicitor General, can be found in the Members-Only:Speakers Presentations
  • 07 Mar 2013 8:52 AM | Deleted user

    We have received more information regarding Estate Administration Reforms, see link below.

    Alberta Justice and Solicitor General 2013.pdf

  • 09 Oct 2012 9:54 PM | Sander van der Wissel

    A group has been established on LindkedIn for members of the EPCC.  Members are encouraged to join by clicking on the following link:  http://www.linkedin.com/groups/Estate-Planning-Council-Calgary-4648377/about

    We hope that this LinkedIn group will facilitate networking and information sharing amongst our members.

  • 09 Mar 2012 8:10 AM | Anonymous

    Jim Wahl's presentation from Monday evening's meeting has now been uploaded to the website.

    To access this presentation you must be logged on with your id and password. Then click on "Members-Only", "Speaker Presentations" and you'll see the file containing Jim's 'Compliance in the Investment Industry' presentation.

  • 04 Oct 2011 7:45 AM | Jean Korinetz

    To access Shelley Waite's presentation from last night, you must be logged on with your id and password.  Then click on "Members-Only", "Speaker Presentations" and you'll see the file containing the Elder Abuse presentation.

  • 04 Jul 2011 3:26 PM | Thomas Junkin

    We have been working for some time to completely update the Estate Planning Council of Calgary website.  We're please to announce that, effective July 4, 2011 the new site is live and has replaced the old site.

    The new Estate Planning Council of Calgary website continues with all the features that members have enjoyed on the old site, including:

    • online meeting registration
    • online membership application
    • access to member-only information, including speaker's notes
    • email communication from the Board to members

    Using new technology, we will soon be offering added features, including:

    • online payment of annual dues and guest fees
    • member profile pages

    We welcome any comments or suggestions from our members.  Please email the current Membership Chair (whose contact details appear on the Contact Us page).

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