Estate Planning Essentials – West Kelowna

Estate planning essentials – What you need to know
Estate planning may seem like something only millionaires do, but the truth is, everyone needs an estate plan, no matter how much money you have. Learn how you can avoid the common pitfalls and how to maximize the benefits of planning your estate. A panel of experts in financial planning and law will share the basics of estate planning and answer your questions.

PANEL MODERATOR
Rod Rieu, Assistant Vice President
Wealth and Relationship Services, Interior Savings Credit Union

PANELISTS
Doug McMechan, Business Succession & Estate Planning Specialist, Interior Savings Credit Union
Dwayne Remple, Estate Planning Specialist, Interior Savings Credit Union
Tanya Mcloughlin, Certified Executor Advisor, Interior Savings Credit Union
Dylan Switzer, Managing Partner, FH&P Lawyers LLP

FREE AND OPEN TO THE PUBLIC – Everyone is welcome
Attend in person – Registration is recommended – Please REGISTER here

PROUDLY SUPPORTED BY BAPTIST HOUSING