2026 Financial Wellness Seminar Registration |
ARTA members are invited to presentations on estate planning and fraud prevention.
We are pleased to offer a free, half-day session designed to educate and improve upon the financial knowledge of our members by focusing on financial matters that are relevant to seniors.
Who?
- All ARTA members, with valid memberships, are invited to attend.
- For additional information on membership information and fees, please visit ARTA Membership Eligibility.
- RSVP will be required due to limited space.
Terms and Conditions
VALID ARTA Membership required. ID number is located on the back of the ID card.
VALID ARTA Membership required. ID number is located on the back of the ID card.
Please present your membership at the registration desk.
By participating in this event, you acknowledge and agree that your image may be captured in photos or videos taken during the event. ARTA may use these images for marketing materials, promotions, social media, publications, and other related purposes.
ARTA has hired a videographer to record the seminar. If you do not want your photo to be taken, please make this known to the photographer.
ARTA has hired a videographer to record the seminar. If you do not want your photo to be taken, please make this known to the photographer.
When?
- Wednesday, June 24, 2026
- 9:00 a.m. - 12:00 p.m.
- Check-In begins at 8:30 a.m.
Where?
- St. Albert Inn & Suites
- 156 St Albert Trail, St. Albert, AB
- Entrance and free parking on the northside of hotel.
NOTES
- RSVP - Registration is required due to limited space. Maximum of ONE name per registration form.
- If there is second ARTA member in your household wanting to attend, please have them register on a SECOND device (tablet, phone, laptop, desktop).
- ARTA will not be sending a final confirmation or event reminder. Once your registration is COMPLETE, you will receive a confirmation from SurveyMonkey - Please check your SPAM folders.
- Accommodations, meals and travel will not be covered by ARTA.
- Light refreshments and breakfast pastries will be provided.
SPEAKERS
(@ 9:00 a.m.)
James MacTavish - Fraud Prevention & Cyber Security
Senior Advisor, Investor & Industry Education
Alberta Securities Commission
(@ 10:00 a.m.)
(@ 10:00 a.m.)
Lydia Chan-Kruska and Kelly Smith - Asset Management in Retirement
Chartered Financial Planners/Investment Representatives
Kruska Wealth Management Inc. and Top Hat Advisory(@ 11:00 a.m.)
Paul R. Foisy - Estate Planning Documents
Barrister and Solicitor
Foisy Law
(@ 12:00 p.m.)
Kate McCrae and Laurie Bauer - Upcoming Changes to Accident Benefits
Senior Manager/Business Development Manager
Curo Claims Services and Orbit Insurance Services
(@ 12:00 p.m.)
Kate McCrae and Laurie Bauer - Upcoming Changes to Accident Benefits
Senior Manager/Business Development Manager
Curo Claims Services and Orbit Insurance Services