KELOWNA ESTATE PLANNING SOCIETY

Events

Meetings are generally held on the second Tuesday of every month, at the Coast Capri Hotel, starting with cocktails at 5:15pm, 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 $60.

Upcoming events

    • 11 Oct 2022
    • 5:00 PM
    • Hyatt Place - 1915 Enterprise Way
    Register

    Alison will present on Beneficiary Designations.

    Note - we are moving from the Coast Capri to Hyatt Place on Enterprise Way.

    Guests are welcome  - please bring a cheque for $60 for your geust payable to the Kelowna Estate Planning Society.


    • 08 Nov 2022
    • 5:00 PM
    • Hyatt Place - 1915 Enterprise Way
    Register

    November 8, 2022 Event:

    Nicole Watson will present on the tax and legal implications for clients emigrating to Mexico and other countries.

    Dinner is included for members. Guests are welcome ($60/person - please bring a cheque payable to the Kelowna Estate Planning Society)

    • 10 Jan 2023
    • 5:00 PM
    • TBD (Likely the Hyatt on Enterprise Ave)
    Register

    October 11, 2022 Event:

    Peter Ficek - Intersections of Will & Trusts with Financial Planning.

    Peter will be presenting in October about how financial planning can assist out clients. Including demonstration of how financial planning software can assist with projections for the life span of trusts, factor in probate fees etc.

    Dinner is included for members. Guests are welcome ($60/person - please bring a cheque with you)


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