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KELOWNA ESTATE PLANNING SOCIETY

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Events

Meetings are generally held on the second Tuesday of every month, at the Coast Capri Hotel on Harvey Avenue, starting with cocktails at 5:30pm, dinner at 6:00pm and a speaker coming on just after 6:00pm. Luncheons start at 11:30am with the speaker starting shortly thereafter.

Please RSVP two weeks prior to the Tuesday meeting. 

Guests are always welcome to our regular meetings. Please contact a member to RSVP as their guest. Guest fees are $80.

Upcoming events

  • AGM and Hospice Palliative Care Presentation

    • 13 Oct 2026
    • 5:30 PM - 8:00 PM
    • Coast Capri
    Register

    Supporting Clients Through Life, Loss and Legacy

    Estate planning is about more than preparing for what comes next, it often means walking alongside clients through some of life’s most personal and difficult conversations.

    Following the AGM, join the Central Okanagan Hospice Association (COHA) for a timely and practical conversation about hospice palliative care, grief and the important role trusted professionals can play in connecting clients and families with support.

    Learn how to recognize when a client may benefit from additional support, how to navigate sensitive conversations around serious illness, caregiving, end of life and grief care, and where to turn when a client or family needs help beyond the scope of your professional role.

    Members will leave with practical tools, conversation resources, and information they can use in your practice along with a stronger understanding of the hospice palliative care and grief supports available in the Central Okanagan. 

    Your clients trust you to help them prepare for the future. Discover additional ways to support them through the moments that matter most.

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  • TBD

    • 10 Nov 2026
    • 11:30 AM - 1:00 PM
    • Coast Capri
    Registration is closed


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  • TBD

    • 12 Jan 2027
    • 5:30 PM - 8:00 PM
    • Coast Capri
    Registration is closed


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  • TBD

    • 09 Feb 2027
    • 11:30 AM - 1:00 PM
    • Coast Capri
    Registration is closed


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  • TBD

    • 09 Mar 2027
    • 5:30 PM - 8:00 PM
    • Coast Capri
    Registration is closed


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  • TBD

    • 11 May 2027
    • 11:30 AM - 1:00 PM
    • Coast Capri
    Registration is closed


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