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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

  • AI Update by Sara Adami-Johnson

    • 13 Jan 2026
    • 5:30 PM - 8:00 PM
    • Coast Capri
    • 23 registrants
    Registration is closed

    Sara Adami-Johnson is the VP HNW planner for RBC Family Office specializing in international estates, art collections and digital legacy planning; with two decades of experience in complex cross border trusts and estates, crypto assets and art collections management. She is a fellow researcher in several European and North American institutions and member of STEP Cross Border Estates steering committee.

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  • Pro-D Day Corporate Tax & Succession Planning Strategies

    • 05 Feb 2026
    • 8:30 AM - 4:30 PM
    • Kelowna Yacht Club 1370 Water Street

     Watch top-tier professionals deconstruct wealth management strategies that can transform how you approach high-net-worth client solutions. This cutting-edge event promises to deliver insights into tax strategies, legal complexities, and strategic financial planning—with limited seats guaranteeing an intimate, high-impact experience.

    Kelowna Estate Planning Members register at:

    https://mailchi.mp/advocischapter/transitions-can-be-messy-11050728?e=54fa20ccf3

    Using the code for Kelowna Estate Planning Society Members

    Code KEPS26TOK


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  • 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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