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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

  • Dealing with a "Simple" Asset: Registered Plans

    • 11 Feb 2025
    • 5:30 PM - 8:00 PM
    • Coast Capri

    Presenters: Mary Lou Miles, Partner and Portfolio Manager with Genus Capital Management and Jennifer Eschleman, Associate with Alexander Holburn.

    Mary Lou and Jennifer will discuss the life cycles of registered plans including planning, the inevitable and the avoidable. Topics will include selecting beneficiaries, recent court cases and specific information on registered investment accounts.




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