1. The “Building your Legacy”
Panel Discussion
What will your legacy be?
Belleville:
Tuesday, May 29, 2012
Loyalist College, Belleville
Kingston:
Wednesday, May 30, 2012 – Davies Hall,
St. Lawrence College, Kingston
Time:
10:00 a.m. to 1 p.m. Agenda
with complimentary light lunch included 10:00 -10:30AM
Planning Your Legacy Registration, Welcome and Introductions
Join us for an engaging and informative panel discussion 10:30-11:30 AM
about estate planning from industry experts. You will leave LEAVE A LEGACY™ Panel Discussion
with the knowledge and insight to effectively plan and
An engaging and informative panel discussion about
manage your estate, and most importantly, the expertise
to build your lasting legacy through incorporating estate planning from industry experts
charitable giving into your estate plan.
11:30-12:00 PM
Q & A with Panel Members
12:00-1:00PM
Lunch / Dialogue with Panel Members and Others
1:00 – 2:00 PM
For those wishing to gain more information, panel
members and others will be available for individual
discussion.
This Event is Complimentary offered by the LEAVE A
LEGACY™ program of Southeastern Ontario.
Advance registration is requested to ensure all guests
can be accommodated.
RSVP, email your name and contact information to
leavealegacyseo@hotmail.com or Call:
Belleville – 613-967-0039
Kingston - 613-544-5400 x 1638
Don’t miss out on this opportunity to learn how to
‘Make a difference in the lives that follow’.
Don’t miss out on this opportunity to learn how to make a difference!

2. Speakers
Panelists Belleville Panelists Kingston
E. Kristian Himberg-Lawson, CA Jennifer Fisher, FCA
Wilkinson & Company LLP Partner, Wilkinson & Company LLP
Ian Sullivan, B.A., J.D., Mary-Alice Thompson, TEP
Partner Templeman Menninga Law Firm Certified Specialist (Estates & Trust Law)
Partner, Cunningham, Swan, Carty, Little and Bonham LLP
Darrell Smith, BBA, CFP, Division Director
Investors Group, Belleville George Winter, BA, CFP, CPCA
Senior Financial Consultant
Arie Korteweg, MA, CFP, CHS Winter Financial, Investors Group
Certified Financial Planner
Freedom 55 Financial Patrick Murphy, CFP
Financial Advisor
Secura Financial Group
Panel Discussion Facilitator worked hard, built up their nest ahead and collectively working
egg and have an interest in helping towards updating their estate
Bill Petruck others, have an opportunity to plans and potentially examining
President & CEO do just that. By being proactive how a bequest or outright gift can
of FUNDING matters Inc. individuals and families can make form the basis of their plans.
dreams come true and create
lasting legacies that otherwise We invite you to consider how
Building Your might not be possible. you can bring your family together
Legacy for the Future and increase everyone’s financial
We know that for the not-for- know-how. In these times of
We encourage all individuals to profit sector, charities and their uncertainty, one thing of certainty
take action in addressing theirs missions are the beneficiaries of is the need to review and update
and their family’s financial needs individual generosity. Charities your estate plan. You may be able
for the years to come. More can play an important role in the to leave a much larger legacy than
than half of the population and relationships with their donors, as you ever thought possible.
40 percent of high net worth a source of information regarding
individuals admit they do not the importance for planning their
have a current estate plan. These finances, estates and considering
individuals may not realize they when appropriate, philanthropic
are including a potential major planning. Regardless of the size
beneficiary in their estate of of the donation, every dollar
government through current or makes a difference. These same
estate taxes. individuals are the ones who are in
With information, discussion need of meeting with their families,
and planning, people who have understanding the challenges
Don’t miss out on this opportunity to learn how to make a difference!