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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

  • Using Segregated Funds Estate Planning

    • 18 Nov 2025
    • 11:30 AM - 1:00 PM
    • Coast Capri
    • 16 registrants
    Register

    Our guest speaker is Michael Casciano CIM, Director of Sales, Investments at Industrial Alliance.

    Show details

  • AI Update by Sara Adami-Johnson

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


    Show details

  • TBD

    • 10 Feb 2026
    • 5:30 PM - 8:00 PM
    • Coast Capri


    Show details

  • Tax Update

    • 10 Mar 2026
    • 5:30 PM - 8:00 PM
    • Coast Capri


    Show details

  • TBD

    • 12 May 2026
    • 11:30 AM - 1:00 PM
    • Coast Capri


    Show details

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