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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

  • AGM _Keith Sabey "Managing Real Estate Post Death"

    • 14 Oct 2025
    • 5:30 PM - 8:00 PM
    • Coast Capri
    • 30 registrants

    The Kelowna Estate Planning Society needs your help in filling 3 executive roles, which are open.  Under our bylaws, there is a required minimum of 5 executive members.  One executive member recently stepped down from their role and as a result we currently have only 4 executive members. Our open executive roles are President, Secretary, and Director at Large.

    Our guest speaker will be Keith Sabey  of Sabey Rule LLP. Keith will cover post mortem property transfer tax and timing, and any issues with regard to land issues.



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  • Luncheon meeting TBD

    • 18 Nov 2025
    • 11:30 AM - 1:00 PM
    • Coast Capri
    Registration is closed


    Show details

  • AI Update by Sara Adami-Johnson

    • 13 Jan 2026
    • 5:30 PM - 8:00 PM
    • Coast Capri


    Show details

  • TBD

    • 10 Feb 2026
    • 5:30 PM - 8:00 PM
    • Coast Capri


    Show details

  • Tax Update

    • 10 Mar 2026
    • 5:30 PM - 8:00 PM
    • Coast Capri


    Show details

  • Luncheon Meeting TBD

    • 12 May 2026
    • 11:30 AM - 1:00 PM
    • Coast Capri


    Show details

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