Tips and Traps of Estate Planning - Part II
Pina Melchionna, BA, LL.B, MBA, ICD.D - President & CEO, CITT

Air Date: November 4. 12:00 PM - 1:00 PM ET

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CMUs: This is a value-added webinar not on a supply chain logistics topic, and is not eligible for CMUs​. 

Did you know CITT's President & CEO is a lawyer who formerly practiced in Wills and Estates? Due to the popularity of this topic, Pina is presenting a followup to the Tips and Traps of Estate Planning webinar.

In this value-added webinar, exclusively for CITT members and students, Pina Melchionna will walk you through the must-know facts about your will and estate planning. This invaluable webinar will address common questions and concerns, as well as surprising considerations you might not be aware of. All without the legal fees!

Building on part 1, this presentation will cover topics such as Power of Attorney, dealing with issues like the family cottage, and avoiding family disputes. 

And there will be plenty of time for dedicated Q&A if you have specific questions or want clarification on a subject.

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About the facilitator:

Pina Melchionna, BA, LL.B, MBA, ICD.D - President & CEO, CITT

Ms. Melchionna has served as CITT's President and CEO since 2017.  Ms. Melchionna has a Juris Doctorate Law Degree from Osgoode Hall Law School and a specialized Master of Business Administration in Financial Services from Dalhousie University. She completed the ICD-Rotman Directors Education Program and was awarded the ICD.D designation in 2015. Ms. Melchionna is a member in good standing of both the Ontario and Saskatchewan Bar Associations and is also a member of the Professional Financial Planning Council and the Society of Trust and Estate Practitioners. She also currently sits on the Board of Directors for the Royal Canadian Mint. 

Most recently, Ms. Melchionna was Executive Vice President at Concentra Bank where she led the operations of Concentra Trust, its wholly owned subsidiary and was responsible for the strategic delivery of trust and estate solutions as an integral part of wealth management. She was part of the executive leadership team providing oversight for wholesale banking, commercial lending and leasing strategies supporting the credit union market in Canada. Prior to her work at Concentra, Ms. Melchionna worked at several other national financial institutions and initially began her career as a lawyer in Ontario. She was also a professor at Humber College, Sheridan College and Seneca College.

Ms. Melchionna has several volunteer board positions, including as a director for St. Paul's Hospital in Saskatoon, the Saskatoon Community Foundation and The Learning Disabilities Association of Saskatchewan and is Chair of the Society of Tax and Estate Practitioners (STEP).