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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

Past 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
  • Jay Jeffrey, F.S.A., F.C.I.A, Dilkes, Jeffery & Associates
  • 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
  • Kim Ozubko, Miller Thomson LLP
  • 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.

Group Discounts and Financial Assistance

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.  For financial assistance, please email financialaid-opd@osgoode.yorku.ca

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.

Delivery

The video stream will be sent to you via email as soon as payment is successfully processed.

Refunds

All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

FAQs

Have a question? Read our FAQs.

Technical Support

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

Program Details

Date & Time

June 27, 2020
9:00 a.m. - 4:00 p.m. EST

Location

Web - Replay

Fee per Delegate

$545 + HST

Newly Licensed (2017-Present): $272.50 + HST

Registration for this program is now closed.

Eligible CPD Credit Hours

Who Should Attend

• Pension lawyers
• Family law lawyers
• Pension administrators
• Financial advisors

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