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Okanagan Regional Library

#2 - 10150 Bottom Wood Lake Road

(inside the Municipal Hall)

Lake Country, BC

Canada

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PROUDLY SUPPORTED BY OKANAGAN REGIONAL LIBRARY

Tuesday, March 12, 2019, 10:30 - 11:30 am PST
Okanagan Regional Library - Lake Country
10150 Bottom Wood Lake Road, Lake Country

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

Dwayne Remple
Estate Planning Specialist, Interior Savings Credit Union

Dylan Switzer
Managing Partner, FH&P Lawyers LLP

FREE AND OPEN TO THE PUBLIC
Everyone is welcome -
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Registration is required

Date and Time

Location

Okanagan Regional Library

#2 - 10150 Bottom Wood Lake Road

(inside the Municipal Hall)

Lake Country, BC

Canada

View Map

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