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KELOWNA ESTATE PLANNING SOCIETY

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  • Keys to Estate Planning for High Net Worth

Keys to Estate Planning for High Net Worth

  • 23 Jan 2025
  • 10:00 AM - 4:00 PM
  • Kelowna Yacht Club 1370 Water Street

The Advocis January Financial Forum is January 23rd with a number of speakers discussing Estate Planning.

The keynote speaker is Kim C G Moody, FCPA, FCA, TEP.

In addition to the Professional Development day there is a social from 5pm to 8pm at BNA Brewing Company (1250 Ellis St.)

As discussed in our November event we are foregoing our usual January dinner so KEPS can offer members a discount on registration for the event. To receive your $50 discount use code: KEPSPD2025. When registering input NA into the Advocis ID field.

To view the list of speakers and to register for this event use the link below.

https://www.eventbrite.ca/e/advocis-thompson-okanagan-keys-to-estate-planning-for-high-net-worth-tickets-990902575277?aff=oddtdtcreator

 

 


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