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Chartwell Chatsworth Retirement Residence

1831 Parkview Crescent

Kelowna, BC V1X 7G7

Canada

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PROUDLY SUPPORTED BY CHARTWELL CHATSWORTH RETIREMENT RESIDENCE

Thursday, March 12 , 1:30 - 2:30 pm PST
Chartwell Chatsworth Retirement Residence
1831 Parkview Crescent, 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

EXPERT PANELISTS
Doug McMechan, Business Succession & Estate Planning Specialist, Interior Savings Credit Union
Dwayne Remple, Estate Planning Specialist, Interior Savings Credit Union
Tanya Mcloughin, 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


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Location

Chartwell Chatsworth Retirement Residence

1831 Parkview Crescent

Kelowna, BC V1X 7G7

Canada

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