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Village at Smith Creek

2425 Orlin Drive

West Kelowna, BC V4T 3C7

Canada

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PROUDLY SUPPORTED BY BAPTIST HOUSING

Friday, March 6, 2020, 1:30 - 2:30 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. 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
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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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