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

    • 10 Jan 2023
    • 5:30 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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