Mississauga, ONT | THURSDAY OCTOBER 30th, 2025
NATIONAL ESTATES & LEGACIES SUMMIT
Canada’s Premier Event for
Estate & Legacy Planning
Countdown to the Early Bird Registration is Now Open!
Register before July 30th and SAVE!
MINNEAPOLIS, MN | OCTOBER 19-20, 2025
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WHAT IS THE
NATIONAL ESTATES & LEGACIES SUMMIT?
Secure Your Future in Estate and Legacy Planning
Join us for a powerful one-day summit created exclusively for financial, legal, and executor advisors looking to deepen their expertise in legacy planning and position their practice for long-term success.
The National Estates & Legacies Summit unites top thought leaders, educators, and industry experts to explore the strategies, structures, and conversations driving meaningful intergenerational estate transfer. From complex estate planning scenarios to the evolving expectations of today’s clients, this event delivers the insights, tools, and frameworks needed to stay ahead of the curve — and build future-ready practices.
Learn how to deepen client relationships, discover high net worth prospects, attract and keep the next generation and make estate planning a core growth driver in your business.
Whether you're guiding families through multi-generational planning or shaping the future of your own advisory business, this summit offers business development strategies, practical ideas, strategic direction, and meaningful industry connections.
SPEAKERS
Engage with thought leaders shaping the future of legacy planning.
Join best-selling Canadian authors, industry experts, educators, media personalities, columnists, and seasoned coaches as they share cutting-edge strategies and forward-thinking insights in estate and legacy planning.
Daniel Collison
BA, CFP, CEA, TEP
Best-Selling Author, Coach, Managing Partner at Advice2Advisors
Mark O'Farrell
BA, CLU, CHFC, TEP, CEA
CEO at the Institute of Certified Executor Advisors
Barry Gordon
CES, CEA, CPPAG, CAI
Leader in Real Estate for Downsize and Estate Clients CEO at Gordon's Downsizing & Estates
SUMMIT AGENDA
The National Estates & Legacies Summit is a one-day, action-packed experience designed to be both practical and empowering — giving advisors the knowledge, confidence, and tools to better serve their clients and grow their practice.
This dynamic event features engaging keynote presentations and expert discussions led by some of the brightest minds in estate planning, education, and legacy development.
Thursday
October 30th
(Morning Session)
8:00 AM – 9:00 AM
Registration + Breakfast Networking
Ease into the day with coffee, breakfast, and early conversations with fellow attendees.
9:00 AM – 9:10 AM
🎤 Welcome + Opening Remarks
Hosts Mark O'Farrell and Daniel Collison will introduce the day and outline what’s ahead.
9:15 AM – 10:00 AM
🎙️Speaker: Daniel Collision – Topic: "Estate Conversations That Convert: What to Ask, When to Ask, and Why It Works"
🤝 10:05 AM-10:25 AM
☕Networking Break
Take a break to connect with speakers, sponsors, and other attendees.
10:30 AM – 11:20 AM
🎤Speaker Barry Gordon
Topic: "Managing Property & Contents in an Estate"
Barry Gordon will walk through strategies for handling property and contents — one of the toughest and most time-consuming parts of estate planning. He'll share a practical and seamless, end-to-end solution to this ordeal that is so effective, trust companies are now outsourcing this aspect of estate management. This session is jam-packed with actionable advice and clarity. Your executor clients will be delighted to hear about these thought-provoking options!
11:25 AM – 12:15 PM
🎤Speaker: Namaratha Sankar
(Title Coming Soon)
12:15 PM – 1:15 PM
🍽️ Tuscany Lunch + Networking
Enjoy a delicious Italian lunch while continuing discussions with your peers.
Thursday,
October 30th
(Afternoon Session)
1:20 PM – 1:30 PM
🎤 Welcome + Afternoon Kickoff
Join Mark and Dan as they kick off the afternoon sessions, re-energize the group, and introduce what's coming up next.
1:30 PM – 2:20 PM
🎤 Speaker: Carl Rumanek
Topic: "Navigating the Most Treacherous Executor Waters: Insufficient Assets"
Carl will share his vast experience about what every executor needs to know before making decisions that could infuriate beneficiaries, anger creditors, and leave them grasping for explanations before a probate court judge holding them personally accountable for their actions!
2:25 PM – 3:15 PM
🎤 Speaker TBA – (Title Coming Soon]
🤝 3:15 PM – 3:35 PM
☕ Networking Break
Take a quick refreshment break and mingle with speakers, sponsors, and fellow attendees before diving into the final sessions.
3:40 PM – 4:30 PM
🎙️ Speaker: Mark O'Farrell
Topic: "How to Eat an Elephant? (Making the Impossible Possible!)"
Mark will tackle ten seemingly impossible aspects of executor engagement, such as identifying executors (when even they don’t know), getting introductions to testators, easily consolidating assets, overcoming the most difficult objections, meeting dream clients at the most opportune time, getting more referrals from professionals than ever before, and putting on amazing seminars in just 15 minutes.
Join us for an inspiring close to the formal portion of the day with actionable insights you can apply right away in your practice.
4:30 PM – 5:30 PM
🍷 Networking Reception & Happy Hour
Unwind, connect, and continue the conversation with peers and speakers over drinks and light fare.
More agenda and speaker updates are on the way. Stay tuned!
VENUE
MISSISSAUGA GRAND BANQUET & EVENT CENTRE
35 Brunel Road Mississauga ON L4Z 3E8
Our inaugural National Estates & Legacies Summit will be hosted at the elegant Mississauga Grand Banquet & Event Centre — a modern and spacious venue located in the heart of Mississauga, Ontario.
Conveniently situated just 10 minutes from Toronto Pearson International Airport, and easily accessible from Highways 401, 403, and 407, the venue is ideal for both local and out-of-town attendees. Public transit access is excellent, with Hurontario Street right outside and close proximity to GO bus and train stations, including Port Credit GO.
The venue is surrounded by top amenities:
* Just minutes from Heartland Town Centre and Square One Shopping Centre
* Three nearby hotels within a 3-minute walk for overnight stays
* 600 complimentary on-site parking spaces
This central location combines accessibility, comfort, and convenience — making it the perfect setting to connect, learn, and grow.
WHERE TO STAY
VENUE
The Depot Renaissance Hotel
225 South 3rd Avenue Minneapolis, MN 55401 Phone: 612-375-1700
Our inaugural conference will be held at the historic Depot Renaissance Hotel in the heart of vibrant North Loop district of downtown Minneapolis.
WHERE TO STAY
SPONSORS
Support the future of estate and legacy planning.
BECOME A SPONSOR
Sponsoring the National Estates & Legacies Summit is your opportunity to align with Canada’s premier event for estate and legacy planning — and connect directly with the professionals shaping the future of the industry. Our sponsorship packages are designed to give your brand high-impact visibility and targeted exposure to:
✔️ Financial and estate advisors
✔️ Industry experts and thought leaders
✔️ Media personalities, educators and authors
✔️ Key decision-makers in the legal, financial, and philanthropic sectors
As a sponsor, you’ll have the opportunity to build relationships, share your expertise, and position your brand at the center of the national estate and legacy planning conversation.
