2020 Estate Planning - Here and Now


Event Info

Estate planning isn’t what it used to be. Join us for an engaging presentation and panel discussion on Estate Planning today for Lawyers, Estate and Wealth Advisors, and Fundraising Professionals.

The idea of sell and divide as an Estate Plan is an outdated strategy that does not fit in today’s world.

Shifting family relationships, complex investment strategies and changing government regulations are just a few components to consider.

In the current COVID-19 climate many people are revisiting their estate plans. Others are thinking about them for the first time. Now more than ever, professional advisors need to be prepared for the discussion.

Join us as we explore the challenges of Estate Planning and offer insights into navigating the complexities facing families today and how you, as a professional advisor, can help your clients reach their objectives.

Date:  Thursday, November 5, 2020
Time: 10:00 am to 11:15 am
Venue:  Zoom (login details to follow)
Cost:  members - free, non-members $10

Keynote Speaker and Panelist

Penny Towndrow
Penny Towndrow, MBA, CLU, CHS, CEA
Power of Attorney and Estate Planning Educator and Consultant
Live Legacy

Penny guides clients who are thinking “maybe we should update our wills” all the way through to executable and effective estate plans.  Using a combination of educational sessions and individualized consultation, she coordinates the services of each client’s own professional advisors to create a documented and implemented plan.  If desired, she can also assist with communicating the estate plan to family members. 

Penny has over 20 years experience as a retirement and estate planner and has the usual boring list of credentials and community service.  In addition to being a member of the Niagara Estate Planning Council, she served several years on the Board of Directors of the Simcoe County EPC.  She was recently invited to join Ontario Estate Consulting Services Inc. as a partner, and provides fee-based services in the Niagara and South Georgian Bay areas. 

Lynn Whetham

Lynn Whetham, CFP - Moderator
Planned Giving Consultant
The Donor Motiviation Program

Lynn Whetham is a Financial Writer, Educator, Speaker and Radio Show Host. As a professor, she specialized in teaching financial planning assisting people to create a retirement of their own design. Lynn is passionate about helping individuals discover the tools and knowledge they need to maximize their financial and philanthropic opportunities.

Lydia Potocnik, LL.B, TEP Panelist
Vice President,  National Director of Philanthropic Services
BMO Wealth Planning and Advisory Services

Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.

Madeline Woodhead, PFP  - Panelist
Wealth Advisor, National Bank Financial

Madeline has over 35 years of industry experience and for the last 40 years has been thrilled to call Niagara home.  Madeline has the designation of Personal Financial Planner. Active in the community, through the years Madeline has been a volunteer at her children’s schools, a member of the Welland Jaycee organization, board chair of the Welland Hospital Foundation, for 12 years was a board member of the Niagara Community Foundation, including 3 years as board chair, a committee member for the Niagara Children’s Centre and currently is a board member of the Hotel Dieu Shaver Hospital. Married with two children, and a new grandma, Madeline enjoys gardening, painting and golf. 

David Morrison, TEP, CFP  - Panelist
President, Berglund Taylor Financial Services

David provides tax efficient portfolio planning. He is a member and past president of the Estate Planners' Council of Hamilton.

“As for the future, your task is not to foresee it, but to enable it.” - Antoine de Saint Exupery


5 November, 10:00am to 5 November, 11:15am


Online - Niagara-Golden Horseshoe


Phone: 2897880356