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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 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 $80.

Upcoming events

  • Tax Update

    • 11 Mar 2025
    • 11:45 AM - 1:30 PM
    • Coast Capri Kelowna
    • 5 registrants
    Register

    Join us for a lunch presentation where Charles Wilson, CPA will provide the group with a tax update.

    Charles is a Partner at Crowe MacKay LLP. His specialty includes corporate and personal tax planning along with estate planning and CRA appeal work.

    We look forward to seeing you at our lunch presentation.

    Show details

  • TBD

    • 13 May 2025
    • 5:00 PM - 7:30 PM
    • Coast Capri Kelowna


    Show details

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