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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

  • Estate Planning and choosing an Executor by Don Woods

    • 12 May 2026
    • 11:30 AM - 1:00 PM
    • Coast Capri
    • Be the first
    Register

    Don Woods CEO of Truvera Trust Corporation will present on  Executor, Power of Attorney, and Trustee services. Don has 35 years of experience as a Corporate Trustee and Trust Administrator for family, charitable, and Indigenous Trusts, including leadership as Regional Manager for Indigenous Trust Services at CTC. He excels in relationship management, delivering audit-ready trusts, and providing exceptional client experience.

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