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KELOWNA ESTATE PLANNING SOCIETY

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  • September AGM MEETING & How to Save Tax with an Estate and Succession Plan using an IPP

September AGM MEETING & How to Save Tax with an Estate and Succession Plan using an IPP

  • 10 Sep 2024
  • 5:30 PM - 8:00 PM
  • Coast Capri Hotel

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September 10th is our AGM Meeting and Spenser McCaig from Westcoast Actuaries will present on benefits of using an IPP to save tax for estate and succession planning.

Dinner is included for members. Guests are welcome ($80/person - please bring a cheque with you).

240910_IPP-Presentation_Estate-Succession-Planning_Final.pdf


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