Kelowna Estate Planning Society 

KEPS October 13, 2015

  • 13 Oct 2015
  • 6:00 PM
  • Coast Capri Hotel


Registration is closed

Speaker: Cheryl Norton

Topic:  The Value of Trusts and Segregated Funds

With the upcoming changes to testamentary trusts, this is a great opportunity to talk to clients about reviewing their estate plans.
This presentation will provide a high level review of the testamentary trust changes and the importance of trusts.

We will then review how insured money products can be an asset to your clients in estate planning.

Case studies will encourage you to think about how each individual is unique and requires their own plan.

Topic #2:  2015 AGM


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