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Evolution of Estate Planning

JUNE 23rd, 24th & 25th | 9AM PST

Don't miss this complimentary
LIVE Virtual Online Summit!
We are excited to give you access to more than 50 inspirational speakers and industry experts who will share with you their experiences, wisdom and legacy building ideas to help you discover your purpose, reimagine your legacy, learn the importance of enhanced communication and how to avoid costly mishaps to achieve peace of mind today and continuity in the future.


November 18, 2020 – My Legacy: Envision, Build, Communicate and Live Your Best Legacy

November 25, 2020 - Business Legacy: Creating A Responsible Legacy

 December 2, 2020 – Your Evolving Legacy: Honoring and Protecting the Wisdom of Your Legacy

December 9, 2020 – Boomer to Zoomer Legacy: Legacy Excellence for All of Life’s Stages

 December 16, 2020 – Barrier Free Legacy: Legacy Planning for People with a Disability   



  • Chris Delaney
  • Christine Brunsden
HOSTED BY CHRIS DELANEY &
CHRISTINE BRUNSDEN
Christine, Owner and Legacy Coach at Trusted Legacy and Chris, Family Wealth Continuity Consultant and author of “The Naked Opus: Growing Your Family Wealth for the Long Term”, are trusted intergenerational wealth advisors privileged to work with some of North America’s leading legacy planning professionals, thought leaders and their clients. They are excited to share insights from inspirational speakers and industry experts to help you better envision, build, communicate and live your best legacy.

HOW THIS VIRTUAL SUMMIT
WILL CHANGE YOUR LEGACY

Grow Your Legacy Mindset
Experience connection with the thought leadership and insights of leading legacy and estate
planning professionals

Define Your Legacy
Discover your planning purpose by reimagining your legacy to achieve peace of mind today and
continuity in the future

Enhance Legacy Communication
Learn the importance of better communication and decision making to achieve more intentional
outcomes in your legacy strategy

Avoid Legacy Mishaps
Appreciate the importance of building responsible stewardship to successful wealth transition by
creating process to better manage your legacy risks
KEYNOTE SPEAKERS
An inspiring array of thought leaders, industry experts, and speakers with proven track records of bringing legacy goals to life
  • Nicola Hives, Director, Legacy at Toronto Foundation
November 18, 2020
Community Foundations: Your Partner in Building a Philanthropic Legacy



  • Codi Shewan,  Speaker | Best Selling Author | Consultant
November 18, 2020
An Interview with Codi Shewan 
"Everyday Legacy" 

  • Betty-Anne Howard, Award Winning Certified Financial Planner, Speaker and Author
November 18, 2020
Imagine Your Legacy: Today, Tomorrow and Beyond
  • Paul Nazareth, VP Education & Development at the Canadian Association of Gift Planners
Novmeber 18, 2020
How are Canadians Leaving a Legacy Today? Data and insights from CAGP
  • Chris Delaney, Author and Keynote Speaker and Co-Founder of Legacy You Inc.
November 18, 2020
Building an Abundant Estate
  • Jill McAbe, Founder of BOOM-U and Author of Its Go Time
November 18, 2020
An Interview with Jill McAbe 
"Unlock Your Greatest Legacy"


  • Bill High, CEO of The Signatry
November 18, 2020
What's the Most Overlooked Form of Capital in Legacy Transfer

  • Stu Jeffries, Morning Show Host at Astral Media
November 18, 2020
An Interview with Stu Jeffries, 
"What Legacy is Stu Jeffries Living and Why?"


  • Robb Lucy, Author of How Will You Be Remembered
November 18, 2020
How Will You Be Remembered? 
The Power of Story!
  • Richard Campbell, Guided Life Stories, Co-Author of Writing Your Legacy: The Step-by-Step Guide to Crafting Your Life Story
November 18, 2020
"Writing Your Family Legacy Letter"
  • Laura Roser, Founder and CEO of Paragon Road
November 18, 2020
Your Meaning Legacy: The Seven Components of a Non-Financial Legacy

  • Armando Minicucci, Partner Succession and Estate Planning Tax Services at Grant Thornton LLP
November 25, 2020
TOSI - Tax on Split Income and 
Prescribed Rate Loan to Family Trust
  • Mike Bossy, Bossy Nagy Group
November 25, 2020
“Estate Freeze and Legacy Planning”
  • Tim Nash, Founder, Good Investing
November 25, 2020
Co-Presenter with David O'Leary
Aligning Your Investments with Your Legacy
  • David O'Leary, Founder & Principal at Kind Wealth
November 25, 2020
Co-Presenter with Tim Nash
Aligning Your Investments with Your Legacy
  • Lee Poskanzer, CEO of Directive Communication Systems (DCS)
November 25, 2020
The Digital Afterlife- For Small Business and Entrepreneurs
  • Dave Sinclair, Transition Coach 
November 25, 2020
Your Legacy: Get What You Really Want!
  • Jason Pereira, Partner & Senior Financial Planner at Woodgate Financial Inc.
November 25, 2020
The 10,000 foot view:  Why you need to tightly
integrate legacy planning with a comprehensive
financial plan
  • Aileen Miziolek, Consultant with The Family Business Consulting Group
November 25, 2020
Preparing to Pass the Baton: Business and Family Governance Essentials
  • Pete Vargas, Founder and CEO of Advance Your Reach
November 25, 2020
"Breakout of the Noise: 5 Steps to Getting Your Message Heard
  • Mark Halpern, CEO of WEALTHinsurance.com®
November 25, 2020
Incorporating Philanthropy into Your Business and Estate Plan
  • Upkar Arora, CEO of Rally Assets
November 25, 2020
Doing Well by Doing Good – 
Investing in your Legacy 
  • Dawn Wiggins, CEO New Dementians
December 2, 2020
Dementians of Designing Your Legacy for People Living With Dementia 
(or once there has been a diagnosis)
  • Barb Belanger, Senior Care Access
December 2, 2020
Empowering your Clients: Beyond your Services

  • Jeanette Bock, Associate Director, Client Services at Home Care Assistance
December 2, 2020
Silver Solo’s and the Importance of Planning
  • Marion Goard, Sales Representative at Keller Williams Edge Realty and Master Accredited Senior Agent
December 2, 2020
Should I Stay or Should I Move? What Are My Housing Options?
  • Sue Lantz, Managing Director of Collaborative Aging
December 2, 2020
Your Aging Journey is Key to Your Legacy
  • Kimberly Whaley, Founding Partner, Whaley Estate Litigation Partner (WEL PARTNERS)
December 2, 2020
A 30K Foot View of Elder Abuse in Canada 

  • Charlotte Paul, Financial Advisor at Perspective Wealth Management Raymond James
December 2, 2020
A Resource Guide for Widows

  • Nicole Ewing, Canadian Strategist, Client Needs Research at Edward Jones
December 2, 2020
Protecting Your Legacy Through 
The New Retirement
  • Marion York, Specialist in Aging and Transitions 
December 2, 2020
Aging with Confidence
  • Adam Cappelli, Founding Partner at Cambridge LLP
December 2, 2020
Banton Trusts – Predator Proofing Your Legacy

  • Laura Tamblyn-Watts, President and CEO at CanAge 
December 2, 2020
Understanding Mental Capacity and POAs
  • Dr. Daren Heyland, Critical Care doctor and a Professor of Medicine at Queen’s University
December 2, 2020
Co-Presenter with Thomas WJ Hall
To live well and die well, you need to plan well! Introducing plan Well Guide: a novel
decision aid to support decision-making in serious illness
  • Thomas WJ Hall, Lawyer at Robertson Moskal Sarsons
December 2, 2020
Co-Presenter with Dr. Daren Heyland
To live well and die well, you need to plan well! Introducing plan Well Guide: a novel
decision aid to support decision-making in serious illness


  • Rachel Blumenfeld, Lawyer at Aird & Berlis LLP
December 9, 2020
Estate Planning for Blended Families

  • Diane Tom, Vice President, Business Relations and Initiatives Concentra Trust
December 9, 2020
Co-Presenter with Jandy John
 Importance of Recording & Communicating your Legacy and the Benefits of Letters of Wishes

  • Jandy John, Director, Business Development Concentra Trust 
December 9, 2020
Co-Presenter with Diane Tom
 Importance of Recording & Communicating your Legacy and the Benefits of Letters of Wishes

  • Terry Zavitz, President Zavitz Insurance and Wealth
December 9, 2020
Co-Presenter with Justine Zavitz
Leave a Legacy: How a retirement Plan Can Help

  • Justine Zavitz, Vice-President Zavitz Insurance and Wealth
December 9, 2020
Co-Presenter with Terry Zavitz
Leave a Legacy: How a retirement Plan Can Help
  • Arin Klug, Co-Founder & COO Epilogue Wills
December 9, 2020
Leave a Legacy, Not a Mess
  • Blair Botsford, Partner in the Trusts, Estates and Wealth Preservation group of Denton's Toronto office
December 9, 2020
Self-Benefit Trusts: The New Frontier in Legacy Planning Wellness

  • Vincent Valeri, Family Enterprise Advisor & Coach at Telos Group
December 9, 2020
To Be Announced
  • Emily Hubling, Lawyer, Estate Planning, Fasken Martineau DuMoulin LLP
December 9, 2020
To Be Announced
  • Maureen Tabuchi, Lawyer and Founder of WillsandEstates.Lawyer
December 9, 2020
The Use of Clauses in Your Will to Protect 
Your Children's Legacy

  • Cameron Reid, 
December 9, 2020
To Be Announced
  • Lee Poskanzer, CEO Directive Communication Systems, Inc.
December 9, 2020
The Digital Afterlife- Digital Assets 
and Your Legacy
  • Demetre Vasilounis, Lawyer at Fasken
December 9, 2020
The Battle for Digital Assets: 
Estates Law vs. Privacy Law
  • Darren Pries-Klassen, CEO at Abundance Canada
December 9, 2020
DAFs and the Donor Next Door
  • J.E. (Ed) Arbuckle, CPA, FCA at J.E. Arbuckle Financial Services Inc. and Owner of Personal Wealth Strategies
December 16, 2020
Financial Planning and Disability – An Overview for Families and Their Advisors
  • Dr. Wayne MacLeod, Family Physician 
December 16, 2020
Co-Presenter with Peter Curtis
To Be Announced
  • Peter Curtis, Disability Tax Results
December 16, 2020
Co-Presenter with Dr. Wayne MacLeod
To Be Announced


  • Ken White, Financial Consultant and Branch Manager at Guelph Financial
December 16, 2020
Co-Presenter with Ron Malis
Important RDSP Considerations for Legacy Planning
  • Ron Malis, Financial Advisor at Reegan Financial
December 16, 2020
Co-Presenter with Ken White
Important RDSP Considerations for Legacy Planning
  • Brandon Currie, Advisor at C.R. Smith Financial Services Inc.
December 16, 2020
To Be Announced
  • Kat Downey, Legacy Matters
December 16, 2020
To Be Announced
  • Blair Botsford, Partner in the Trusts, Estates and Wealth Preservation group of Denton's Toronto office
December 16, 2020
Co-Presenter with Christine Brunsden
To Be Announced
  • Christine Brunsden, Founder and Legacy Coach at Trusted Legacy 
December 16, 2020
Co-Presenter with Blair Botsford
To Be Announced
  • Blair Botsford, Partner in the Trusts, Estates and Wealth Preservation group of Denton's Toronto office
December 16, 2020
To Be Announced
  • Paula Boutis, President, Integration Action Inclusion
December 16, 2020
Inclusive Education: the Foundation to an Inclusive Life
  • Eric Goll, Empowering Ability 
December 16, 2020
Living an Awesome 'Ordinary' Life
  • Linda Perry, Executive Director of Vela Canada
December 16, 2020
Microboards
  • Kevin Wong, Tax Partner at MDP LLP
December 16, 2020
Top 10 Tax Myths
  • Jill Teeple, Investment Advisor , CFP at BMO Nesbitt Burns
December 16, 2020
Fireside Chat with Christine Brunsden
Putting It All Together – Taking the Next Steps to Plan for a Family Member with a Disability
  • Christine Brunsden, Founder and Legacy Coach at Trusted Legacy 
December 16, 2020
Fireside Chat with Jill Teeple
Putting It All Together – Taking the Next Steps to Plan for a Family Member with a Disability

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