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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

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

For boardroom and multi-purchase rates, please email us.
OsgoodePD offers group rates and financial assistance for both on-site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.

Delivery

After your purchase is complete, the course will appear in the Order History of your OsgoodePD account with a link to "Take Online Course". Once you click "Take Online Course" you will be forwarded to the Moodle page with the materials link. The program video link with be unlocked on the day of the program. You will have access to the video for 90 days.

Program Changes

We will make every effort to present the 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, Substitutions and Refunds

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.

FAQs

Have a question? Read our FAQs.

Technical Support

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

Date Recorded

September 27, 2019

Program Details

Date & Time

October 21, 2019
9:00 a.m. – 4:00 p.m. EDT

Location

Web - Replay

Fee per Delegate

$545 plus HST

New Licensees/Calls (2016-2019): $272.50 + HST

Register Now

Printable Registration Form

Eligible CPD Credit Hours

Questions?

Who Should Attend

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

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Accredited By

LawPRO

“Speakers and topics presented were interesting and concise… A very productive day”
Charles Brophy
Brophy Financial Planning