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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 Hyatt Hotel on Enterprise Way, 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 $60.

Upcoming events

  • 2023 AGM - Presentation to follow by Zach Smith and Tyde Harding (KPMG)

    • 10 Oct 2023
    • 5:30 PM
    • Coast Capri Hotel - 1171 Harvey Avenue
    Register

    Annual General Meeting at 5:30 p.m. followed by dinner and presentation.

    Please review the Minutes from the 2022 AGM prior to our meeting.  The 2022/2023 financials and budget for the coming year will be discussed at the meeting. 

    Presentation:  Zach Smith and Tyde Harding (KPMG) - New intergenerational tax and employee trust rules.

    Dinner is included for members. Guests are welcome ($60/person - please bring a cheque with you or e-transfer Peter at pficek@terrafirmafinancial.ca).

    Show details

  • November 2023 Meeting

    • 14 Nov 2023
    • 5:00 PM
    • Coast Capri
    Register

    November 14th, 2023.

    Speaker/Topic TBD.

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

    Show details

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