Katrina Patterson Will be Our Speaker on February 7, 2005

The next Kelowna Estate Planning Society meeting is on Tuesday, February 7, 2005, at the Capri. Cocktails are at 5:30 p.m. and dinner at 6:00.

Katrina Patterson, CFP, FMA Certified Financial Planner will talk about Topic will be:
"Investment products which can be used in Estate Planning."

Kelly Watson to Speak at January 17th meeting

The January meeting will be held on TUESDAY, January 17, 2006 at the Capri Hotel (5:30pm cocktails, 6:00pm dinner).

Our Speaker is Kelly Watson, Chartered Accountant at KPMG. His topic is "The Tax Filing Process for Estates and Planning Issues."

Please note the dates for our February, March and April meetings:

February 7 (not 2nd Tuesday)
March 7 (not 2nd Tuesday)
April 11.