KELOWNA ESTATE PLANNING SOCIETY

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  • Peter Ficek - Intersections of Will & Trusts with Financial Planning

Peter Ficek - Intersections of Will & Trusts with Financial Planning

  • 10 Jan 2023
  • 5:00 PM
  • TBD (Likely the Hyatt on Enterprise Ave)

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October 11, 2022 Event:

Peter Ficek - Intersections of Will & Trusts with Financial Planning.

Peter will be presenting in October about how financial planning can assist out clients. Including demonstration of how financial planning software can assist with projections for the life span of trusts, factor in probate fees etc.

Dinner is included for members. Guests are welcome ($60/person - please bring a cheque with you)


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