Annual General Meeting at 5:30 p.m. followed by dinner and presentation.
Please review the Minutes from the 2022 AGM prior to our meeting. The 2022/2023 financials and budget for the coming year will be discussed at the meeting.
Presentation: Zach Smith and Tyde Harding (KPMG) - New intergenerational tax and employee trust rules.
Dinner is included for members. Guests are welcome ($60/person - please bring a cheque with you or e-transfer Peter at firstname.lastname@example.org).
Copyright Kelowna Estate Planning Society 2018