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Village at Smith Creek

2425 Orlin Drive

West Kelowna, BC V4T 3C7

Canada

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Friday, March 15, 2019, 2:00 - 3:00 pm PST
Village at Smith Creek
2425 Orlin Road, West 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

Michael Naito, CPA, CA
Manager, Tax Services, Grant Thornton LLP

Doug McMechan, CFP, CLU
Business Succession & 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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Date and Time

Location

Village at Smith Creek

2425 Orlin Drive

West Kelowna, BC V4T 3C7

Canada

View Map

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