Your invitation to the TE Wealth Speaker Series event: The Art of Charitable Giving Never believe that a few caring people can’t change the world. For, indeed, that’s all who ever have. — Margaret Mead You don’t need to have millions to be a philanthropist. Master the art of meaningful giving that lasts by learning […]
The T.E. Wealth Speaker Series presents:
The Art of Charitable Giving
Contrary to popular belief, you don’t need to give millions to be a philanthropist. This event will share valuable insights on how to plan your legacy and initiate deeper conversations around what matters most to your family. Our guest speaker from BenefAction will talk about charitable giving trends, ways to give, gift strategies, and how to create your own giving plan.
Then, art expert Virginia Trieloff will provide a detailed look at how to build your personal art collection to optimize its worth.
Tara Cooper. Language of Weather, 2013. Cut paper installation with lithography, woodcut, silkscreen and digital imaging, 17′ x 8′ (detail).
Events will be held across Canada in May 2015 at the following locations:
Vancouver – Wednesday, May 20 from 5:00 to 7:30 p.m. at the Four Seasons Hotel
Calgary – Thursday, May 21 from 5:00 to 7:30 p.m. at the Calgary Stampede Rotary House
Toronto – Wednesday, May 27 from 5:30 to 8:00 p.m. at the King Edward Hotel
Montreal – Thursday, May 28 from 5:30 to 8:00 p.m. at the McCord Museum (art expert to be announced)
Full event details will be provided in April.
T.E. Wealth congratulates the Aboriginal Financial Officers of Canada (AFOA) on celebrating 15 years of excellence and innovation in Aboriginal finance, management and leadership! We are pleased to be sponsors, speakers and exhibitors at the AFOA Canada National Conference in Winnipeg, Manitoba, February 17-19, 2015 at the RBC Convention Centre.
MON, FEB 16 – TUES, FEB 17
Two-day workshop titled, Effective Planning, and Creation and Implementation of Your Trust
WED, FEB 18 at 11:00 a.m. – 12:15 p.m.
Communities Aren’t Built in a Day which will include discussion on the need to understand the financial affordability of your Trust; funding business development initiatives; the pros, cons and criteria for leveraging a Trust; and the pitfalls of mixing business and politics.
For more information on this event, please visit AFOA Canada National Conference 2015.
Sweet Successions: Financial preparedness for multi-generational families
The Art of Living Well & Leaving Wills, May 27th, 2014, Toronto
Back by popular request! T.E. Wealth presents an encore presentation of our January 2014 event, The Art of Living Well & Leaving Wills.
Executive Weight-loss Coach, Adele Tevlin, is a certified nutritional practitioner with a B.Sc. in neuropsychology and a master level NLP. She is a regular contributor to Golden Girl Finance and has been a regular nutrition and weight-loss expert for Etalk. She’s appeared on Global News and Breakfast Television, and has been quoted in Chatelaine Magazine. Adele will speak about the effect of certain foods on mood, behaviour and brain functioning. Also, find out which everyday food she wants you to avoid completely!
T.E. Wealth expert, Marcy Ages, will speak on planning and estate issues, highlighting some of the recent federal changes to testamentary trusts. Marcy is a Senior Consultant and Certified Professional Consultant on Aging. As founder of The Care Network, Marcy also works with other service professionals to provide financial, estate planning and assisted living solutions to her clients and their families.
Tues. May 27th from 6—8:30 p.m.
The Royal York Hotel, Tudor Room 7 & 8
100 Front Street West, Toronto
6:00 – 6:30 p.m. Cocktails & Registration
6:30 – 7:15 p.m. Marcy Ages, followed by Q&A
7:30 – 8:15 p.m. Adele Tevlin, followed by Q&A
8:30 p.m. Closing remarks
Please RSVP by May 19th to Melanie Saunders
email@example.com or 416.366.1451
The turnout for our bi-annual T.E. Wealth Speaker Series events got off to a great start this year in Toronto, Calgary and Vancouver. These events are more than just a chance to bring topics of interest to our clients; they’re a chance for us to connect with you – and for you to connect with others, in that close-knit way that is so unique to the T.E. Wealth experience.
Based on client feedback from one of our previous Speaker Series events, The Art of Living Well and Leaving Wills was designed to provide you with important information on Will and estate regulations, such as the impact of owning multiple properties in different jurisdictions. Our presenters were in-house experts, Lynn Triffon (VAN), Karen Hall and Judith Fulton (CAL), and Marcy Ages (TOR).
The T.E. Wealth Speaker Series events focus on wealth management and lifestyle concerns, to promote the overall goal of living well through improved financial and physical health. At our January events in Vancouver, Calgary and Toronto, executive weight loss coach, Adele Tevlin, will speak about the power of food to transform people’s lives.
Neuropsychology combined with nutrition explains why we are what we eat.
Adele Tevlin understands that knowing how food affects the brain and influences behavior is the key to pursuing a healthier lifestyle. Through Adele Wellness, her Executive Weight Loss Coaching business, she helps busy executives adopt sustainable lifestyle changes that lead to healthier, more productive lives. With a degree in Neuropsychology from McGill University and expertise as a Certified Nutritional Practitioner, Adele has the education and experience to get at the root causes of why we eat, what we eat and when we eat. By identifying trigger foods and behaviors, she develops personalized strategies to break the reward cycle that can sabotage healthy eating. In her experience, improved nutritional health has a positive spillover effect on sleep, mood and energy that simply makes life more enjoyable. Her engaging and educational style has made Adele a sought after speaker on issues relating to nutrition and healthier living.
For further information on the T.E. Wealth Speaker Series, please visit our event invitation.