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KELOWNA ESTATE PLANNING SOCIETY

Events

Meetings are generally held on the second Tuesday of every month, at the Hyatt Hotel on Enterprise Way, starting with cocktails at 5:30pm, dinner at 6:00pm and a speaker coming on just before 7:00pm.

Please RSVP by Thursday at 5:00pm before the Tuesday meeting. 

Guests are always welcome to our regular meetings. Please contact a member to RSVP as their guest. Guest fees are $60.

Upcoming events

    • 13 Feb 2023
    • 5:30 PM
    • Hyatt on Enterprise Way
    Register

    February 13, 2023

    Keith Sabey & Jana Keeley:  Estate Planning Pitfalls - A Litigator's Perspective

    Keith Sabey and Jana Keeley of Sabey Rule LLP will present solutions that will help estate planners avoid various pitfalls that tend to result in future litigation.  

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

    • 14 Mar 2023
    • 6:00 PM
    • TBD
    Register

    March 14, 2023

    Jenny Balko of Grant Thorton will provide a tax update on issues relevant to estate planning and administration. 

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

    • 09 May 2023
    • 5:30 PM
    • Hyatt on Enterprise Way
    Register

    May 9, 2023

    Billy-Joe McInnes from Manulife will be presenting on insurance as a part of estate planning. 

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

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