Program-at-a-Glance

The CALU 2021 Fall Conference will be held virtually on Tuesday, November 23 and Wednesday, November 24, and features educational workshops, Pundits Panel, Tax & Estate Update, technical sessions, and more. The content will also be available to registered participants for on-demand viewing afterward. Click on the program below for more details. Note: All times listed are in EST.

Download the PDF version of the program (last updated Nov 24, 2021) or view the most current details below.

TIME TITLE
11:00 a.m. to 11:15 a.m.  2021 Fall conference opening remarks – Welcome to Day 1
11:15 a.m. to 12:15 p.m. Association update & trends in technology

CALU update: Maximizing member value

How to grow your practice in the digital age

12:15 p.m. to 12:45 p.m. Break and networking
12:45 p.m. to 1:45 p.m. Concurrent workshops
411 on life insurance shares

Value-driven conversations

  • Harry Matheis, CHS, FEA, Founder & CEO, Matheis Financial Group
  • Robert Taylor, CLU, CFP, CH.F.C., CEBS, Executive Vice President, HUB International Insurance Brokers
  • Moderator: Lori Power, GBA, Group Benefits Specialist, MP Benefits Inc.
1:45 p.m. to 2:00 p.m.  Break and networking
2:00 p.m. to 3:00 p.m. Concurrent workshops
Pension commutation – tips and traps

  • Lea Koiv, CFP, TEP, CPA,CA, CPA, CMA, Principal, Lea Koiv & Associates Inc.
  • Jonathan Taylor, CLU, President & Financial Planner, Ross Taylor Financial Corporation
Shared Ownership Critical Illness

  • Brad Charlton, CLU, CH.F.C., CHS, Vice President Estate Planning, Assante
  • Trevor Parry, CLU, TEP, LL.B, LL.M, M.A, President, The Malthus Group
  • Moderator: Lawrence Geller, CLU, TEP, President, L.I. Geller Insurance Agencies Ltd.
3:00 p.m. to 3:15 p.m. Break and networking
3:15 p.m. to 4:15 p.m. Pundits Panel

4:15 p.m. to 4:30 p.m. Conference Day 1 wrap up
Time Session Title
10:30 a.m. to 10:40 a.m. Welcome to Day 2
10:40 a.m. to 11:55 a.m. US issues in Canadian post mortem planning

  • Nadja Ibrahim, LL.B, LL.M, Private Company Services Partner, Tax, PricewaterhouseCoopers LLP
  • Britta McKenna, Partner, International Trusts & Estates Practice Leader, Hodgson Russ LLP
  • Moderator: Patrick Uzan, BA (Econ.), CPA, CA, TEP, CLU, Wealth and Tax Planning Consultant, Canada Life
11:55 a.m. to 12:25 p.m. Break and networking
12:25 p.m. to 1:25 p.m. Charitable gifting – why now?

  • Sterling Rempel, CFP, CLU, TEP, CH.F.C., RHU, FLMI, EPC, Certified Financial Planner, Future Values Estate & Financial Planning
  • Mark Halpern, CFP, TEP, MFA-P, CEO, WEALTHinsurance.com Inc.
  • Moderator: Cindy David, CFP, CLU, FEA, TEP, President & Estate Planning Advisor, Cindy David Financial Group
1:25 p.m. to 1:40 p.m. Break and networking
1:40 p.m. to 2:55 p.m. Tax and estate update

  • Angela Ross, TEP, LL.B, Principal, Tax Services, PricewaterhouseCoopers LLP
  • Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU
  • Kathryn Bennett, TEP, LL.B, CLU, Senior Legal & Estate Planning Advisor, Desjardins Financial Security

2:55 p.m. to 3:10 p.m. Break and networking
3:10 p.m. to 4:25 p.m. Bill C-208 – intergenerational transfers and changes to section 84.1 of the Income Tax Act

  • Kim G.C. Moody, FCPA, FCA, TEP, CEO, Moodys Tax Law LLP
  • Daren Baxter, QC, TEP, Partner, McInnes Cooper
  • Moderator: Bryan McNulty, TEP, LL.B, Tax and Estate Planning Consultant, Equitable Life of Canada
4:25 p.m. to 4:30 p.m. Conference Day 2 wrap up

Barry Pascal, chair, CALU

Hemal Balsara, chair, Associates’ Meeting Committee, CALU

register now