Toronto Moneyshow Update

Unlike previous years, the Moneyshow will not be livestreaming presentations for those who can’t attend in person. My apologies to anyone who had to find this out the hard way. As many of my clients, friends and readers aren’t Toronto-based or won’t otherwise be able to attend in person on September 17, I am rather disappointed about this. I have contacted the organizers and they have invited me to do a virtual presentation at the end of November. I am not sure if this will be something different from my Toronto presentation or not. I am also willing to do a separate presentation that I could organize on my own if there is enough interest. So, if you’re someone who won’t be able to attend on September 17 but want to attend virtually on another date, let me know, and I’ll see what I can do.

World MoneyShow Presentation September 17 on Estate Planning

I am delighted that I was once more asked to present at the World MoneyShow on behalf of Canadian Moneysaver Magazine this September in Toronto. I’m tentatively scheduled to speak at 12:15 local time. For those in the ‘hood, attendance is free and is at the Toronto Convention Centre. For those further afield, there is also the opportunity to join via your computer.

Second Podcast Episode on Estate Planning Now Available

Common Estate Planning Mistakes

I had the pleasure of being interviewed by my friends Richard and Matt Vetter of the WealthSmart Inc. team the other week and they have just released episode of two. I’m attaching a link to the podcast for those of you who would like a listen.