Advocis Thompson Okanagan: Keys to Estate Planning for High Net Worth
Join us on January 23, 2025, for an exceptional day of networking, learning from industry experts & elevating your expertise!
Date and time
Location
Kelowna Yacht Club
1370 Water Street Kelowna, BC V1Y 1J1 CanadaRefund Policy
Agenda
10:00 AM - 8:00 PM
The January Financial Forum: Keys to Estate Planning for High Net Worth
10:00 AM - 10:15 AM
Welcome and Chapter Update
10:15 AM - 11:15 AM
In's and Out's of Immediate Financing with Insurance - Matt Murdoch, Manulife
11:15 AM - 12:45 PM
Making Life Less Taxing: Kim Moody FCPA, FCA, TEP Moodys Private Client
12:45 PM - 1:30 PM
LUNCH
1:30 PM - 2:30 PM
Using Home Equity for the Next Generation - Ryan Armstrong, Home Equity Bank
2:30 PM - 4:00 PM
Battle of the Lawyers - featuring Geoff White and Stan Rule
4:00 PM - 4:15 PM
Close
5:00 PM - 8:00 PM
Social at BNA Brewing - 1250 Ellis Street Appies, Drinks and Games!
About this event
- Event lasts 6 hours
Welcome to Advocis Thompson Okanagan: Keys to Estate Planning for High Net Worth event! Join us on Thu Jan 23 2025 at Kelowna Yacht Club for a day of compelling discussions and case studies in planning for your high net worth clients, featuring Tax Expert Kim Moody and the 'Battle of the Lawyers' - who will win the estate litigation case? Learn from industry experts and network with like-minded professionals in a beautiful waterfront setting. Don't miss out on this opportunity to gain key insights into maximizing your estate planning strategies. See you there!
- January 23, 2025
- 10:00AM to 4:00PM
- Kelowna Yacht Club, 1370 Water Street, Kelowna BC
- Social to follow at BNA Brewing, 5:00PM to 8:00PM
Ticket Details:
👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate.
As a benefit of membership, Advocis Members attend this event at a discounted rate!
Professional Day + Social Event
🎟️| Member: $180 (+ ticketing fees)
🎟️| Non-Member: $216 (+ ticketing fees)
Professional Day Only
🎟️| Member: $135 (+ ticketing fees)
🎟️| Non-Member: $175 (+ ticketing fees)
Table of Eight
🎟️| Pro D and Social Member: $1440 (+ ticketing fees)
🎟️| Pro D Only Member: $1080 (+ ticketing fees)
Social Event Only
🎟️| Member: $65 (+ ticketing fees)
- Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.
- Limited tickets are available on a first-come, first-serve basis. Please purchase by January 21st, 2025, at 11:30 P.M. EST.
CE Details:
This event is pending approval of 5.0 CE Credits by The Institute
**You must provide your Advocis ID when registering to be eligile to receive CE Credit
**In order to receive your CE certificate your information may be provided to a 3rd party provider.
Registration Requirements:
1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.
a. If you have forgotten your Advocis ID, please click here to recover.
b. If you do not have an Advocis ID number please complete this form to request one.
2. Attend the webinar using the email address entered on your registration form
a. If you would like to be extended the member pricing, please join here.
Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.
Kim G C Moody FCPA, FCA, TEP
FounderMoodys Private Client, Moodys Tax
"People who know me know that I’m only really good at one thing – tax! I’m the guy that carries the Tax Act everywhere, dinner with my wife, hockey games, to bed. At least I started to look a bit cooler once it was available on iPad!"