Interior Savings Credit Union

Organizer

Interior Savings Credit Union
Phone
1-855-220-2580
Email
communityforms@interiorsavings.com
Website
http://interiorsavings.com
Okanagan Regional Library - Lake Country

Location

Okanagan Regional Library - Lake Country
# 2 - 10150 Bottom Wood Lake Road, (inside Municipal Hall) Lake Country
Category
QR Code

Date

Mar 31 2020

Time

10:30 AM - 11:30 AM

Estate Planning Essentials – Lake Country

Due to current conditions with the COVID-19 outbreak, we are cancelling this event.
While the Public Health Agency of Canada continues to assess the risk as low for the general population in Canada, we seek to minimize transmission in the community by limiting close contact with others at this time.

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

PROUDLY SUPPORTED BY OKANAGAN REGIONAL LIBRARY