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KELOWNA ESTATE PLANNING SOCIETY

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  • KEPS November 14, 2017

KEPS November 14, 2017

  • 14 Nov 2017
  • 5:15 PM
  • Coast Capri Hotel

Registration


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Roundtable discussion on personal estate planning issues.

A "client" will provide example planning challenges and the panel will discuss various solutions.  Panel members to include a lawyer, an accountant, a banker and a financial planner.

Client – Nadine Casey French - NCF Law
Lawyer – Roy Sommery – Doak Sherriff
Accountant - Anne Postlewaite – Grant Thornton
Insurance/Financial – Steven Klassen – Sun Life Financial
Trust Planning – Rick Montens – Royal Trust

 

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