Organizer

Interior Savings Credit Union
Phone
1-855-220-2580
Email
communityforms@interiorsavings.com

Location

Village at Smith Creek
2425 Orlin Road, West Kelowna, BC, Canada
Category

More Info

REGISTER for EVENT
QR Code

Date

Mar 15 2019

Time

02:00 PM - 03:00 PM

Cost

FREE AND OPEN TO THE PUBLIC - Everyone is welcome

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. Come and 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, law and accounting 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
Michael Naito, CPA, CA
Manager, Tax Services, Grant Thornton LLP
Doug McMechan, CFP, CLU
Business Succession & Estate Planning Specialist, Interior Savings Credit Union
Dylan Switzer
Managing Partner, FH&P Lawyers LLP

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

PROUDLY SUPPORTED BY OKANAGAN REGIONAL LIBRARY