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Okanagan Regional Library

1380 Ellis Street

Classroom 1

Kelowna, BC V1Y 2A2

Canada

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PROUDLY SUPPORTED BY OKANAGAN REGIONAL LIBRARY

Friday, March 8, 2019, 2:30 - 3:30 pm PST
Okanagan Regional Library
1380 Ellis Street, 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
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
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Location

Okanagan Regional Library

1380 Ellis Street

Classroom 1

Kelowna, BC V1Y 2A2

Canada

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