Organizer

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

Location

Okanagan Regional Library
1380 Ellis Street
Kelowna, BC, Canada
Category

More Info

REGISTER for EVENT

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Date

Mar 08 2019

Time

02:30 PM - 03:30 PM

Cost

FREE AND OPEN TO THE PUBLIC - Everyone is welcome

Estate Planning Essentials

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
Allister Jones

Estate Planning Specialist, Interior Savings Credit Union
Jada Styre
Chartered Professional Accountant, MNP LLP
Dylan Switzer
Managing Partner, FH&P Lawyers LLP

FREE AND OPEN TO THE PUBLIC – Everyone is welcome –
Attend in person
Registration is required

PROUDLY SUPPORTED BY OKANAGAN REGIONAL LIBRARY