The Jewish Foundation’s Professional Advisory Committee

November 6, 2025

Speaking: Kimberly Whaley

https://www.jewishfoundationtoronto.com/professional-advisors/2025-pac-seminar

 

Osgoode Certificate in Estate Litigation

Module 2: Capacity Proceedings

Module 3: Locating Missing Beneficiaries, Costs in Estate Litigation

November 11 & 12, 2025

Speaking: Kimberly Whaley (Capacity Proceedings/ Missing Beneficiaries) and Bryan Gilmartin (Costs in Estate Litigation) Applications or Motions for Directions)

https://osgoodepd.ca/professional-development/certificates/estate-litigation/

 

Financial Planning Canada

Care, Capacity, and Complexity: Planning for Vulnerable Clients

November 17, 2025

Speaking: Kimberly Whaley, Karine Diedrich (CHPCA), Carol Lynde (Bridgehouse), and moderated by Tamara Center

https://www.fpcanada.ca/CE-courses

 

Estate Planning Council of Canada

Fiduciary Accounting & Passing of Accounts Program

Details: TBD

 

STEP Cayman Islands

The Sham Showdown: Is Dishonesty the Wrong Test?

January 21 to 23, 2026

Speaking: Kimberly A. Whaley, Shân Warnock-Smith, Toby Graham, and Moderated by Andrew Miller

https://stepcayman.com/events/step-cayman-islands-conference-2026 

 

Cambridge Forum: Asia-Pacific Wealth Advisors

February 8 to 10, 2026

Attending: Kimberly Whaley

https://cambridgeforums.com/forums/fawa

 

Osgoode Hall Law School: Managing Consent & Capacity

March 11, 2026

Chair: Kimberly Whaley

Details: TBD

 

Capacity Australia 9th International Conference: Marrakesh, Morocco

Predatory Marriage solutions from a Lawyer's Perspective and Ageism.

April 6, 2026

Speaking: Kimberly Whaley & Bryan Gilmartin

https://capacityaustralia.org.au/product/capacity-australia-9th-international-conference/