Jewish Foundation of Greater Toronto Professional Advisory Committee presents:

Investing in 2015 and Beyond: Tax, Legal & Insurance Update

Wednesday, June 10, 2015

Breakfast: 7:30 am (Kashruth Observed) | Program: 8:00 - 10:30 am

Lipa Green Centre, Tamari Family Hall
Sherman Campus, 4600 Bathurst Street, Toronto (map)

Registration: $95 | Space is limited

Email: jewishfoundation@ujafed.org | Phone: Tanya at 416.631.5817
or to register online, please click here.

Presentations will include:

• Where in the World Are We?
  Benjamin Tal | CIBC World Markets Inc.
  
  
• Investing, Estate Planning and Probate – Considering Your Options;
  Beware of Letting the Tail Wag the Dog.
  Brian Cohen | Dentons LLP
  
  
• Legislative Changes Relevant to the Life Insurance World. What’s New?
  Robin Goodman | RBC Wealth Management Financial Services
  
  
• The Effect of Foreign Exchange Rates
  Anne Kestenbaum | PricewaterhouseCoopers LLP
  
  
• Client Issues Arising from the New Disclosure Rules
  Erez Blumberger | AUM Law

Continuing education credits available for Advocis, CFP, the Institute of Chartered
Accountants of Ontario and the Law Society of Upper Canada.

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If special accomodation is required please contact us at 416-631-5703