Announcement: Pension and Retirement Assets on Relationship Breakdown: Critical Updates

Program Type: Certificates Delivery Method: In Person and Webcast

Program Details

Date & Time
September 27  2019
In Person or Webcast
Location
Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON
Fee per Delegate
$545 plus HST

Early-Bird: $445 + HST (expires July 31, 2019)

New Licensees/Calls (2016-2019): $222.50 + HST

Register For Course

Download Printable Registration Form

When a relationship ends, determining the division of pensions and other retirement assets is complex and technical. Get the expert guidance you need to advise with confidence.

What Pension Lawyers wish Family Lawyers understood and what Family Lawyers wish Pension Lawyers understood.

This unique one day program brings together family law, pensions and actuarial experts. If you practice in family law or work in pensions, this must-attend program will provide you with the key knowledge and practical strategies you need to tackle the most challenging issues in pension and benefit entitlements that arise upon separation.

Drill down on:

  • NEW: legislation changes and the new pension regulator
  • The intersection of the Family Law Act and the Pension Benefits Act
  • Pension valuation and division: what family lawyers and pension professionals need to know to get the job done right
  • Jurisdiction quandaries – why who and what is where matters – and how
  • Expert guidance on the in and outs of the actuary valuation process
  • Navigating locked-in accounts
  • Paper vs actual value of the pension plan: why the difference matters to your client
  • Survivor benefits- key red flag issues

Faculty

Chairs

  • Georgina L. Carson, MacDonald & Partners LLP
  • Anne Slivinskas, Senior Counsel, Financial Services Regulatory Authority of Ontario

Featured Speaker

  • Chris Stankiewicz, Claims Counsel, LAWPRO

Faculty

  • Stefania Arlotto, Counsel, Ministry of Finance (Ontario)
  • Mark Eagles, Senior Manager, , Pension Policy, Financial Services Regulatory Authority of Ontario
  • Julie K. Hannaford, J K Hannaford Barristers
  • Kim Ozubko, Miller Thomson LLP
  • Guy Martel, F.S.A., F.C.I.A, GML Actuaries
  • Mariette P.H. Matos, Senior Counsel, Ministry of the Attorney General, Legal Services Branch, Treasury Board Secretariat
  • Wendela M. Napier, Unifor Legal Services Plan
  • Michelle Rival, Senior Consulting Lawyer, Willis Towers Watson
  • David Wolgelerenter, B.Sc., F.S.A., F.C.I.A., M.B.A, DSW Actuarial Services Inc.

Fees

Fees include attendance, program materials, lunch and break refreshments.

Group Discounts and Financial Assistance

OsgoodePD offers group rates and financial assistance for both on-site and webcast formats.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

FAQs

Have a question? Read our FAQs.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Questions on the program content?
Please contact the Program Lawyer:
Alison Hurst at AHurst@osgoode.yorku.ca