Thursday, October 29, 2009

KGHF Advisor's Free Financial and Estate Planning Seminar on November 4, 2009

The Kelowna General Hospital Foundation Advisor's Roundtable will be presenting free financial and estate planning seminar on Thursday, November 5, 2009 from 3:30 pm to 5:00 pm at the Missionwood Retirement Resort, 1075 Barnes Avenue, Kelowna, British Columbia.

I will be speaking on powers of attorney and representation agreements.

Laurie Bartley, financial planner, of Canaccord Financial Services Ltd. will also be giving a talk. Her topic is “Maximizing Your Retirement Income.”

Len Vandenberg, accountant at BDO Dunwoody LLP will be presenting “Top 5 Tax Tips when giving to Charity as part of your Estate Plan.”

Please RSVP to Diane Paterson, KGH Foundation - (250) 862-4300, local 7011, or Email - by November 04, 2009.

This event is sponsored by the Kelowna General Hospital Foundation.

No comments: