Advanced Tax, Estate & Corporate Planning Luncheon

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You’re invited to a private professional luncheon for Kelowna accountants, estate lawyers, tax lawyers, and select guests.

Join us on Tuesday, May 26 at 12:00 p.m. At FRIND Winery for a small-group lunch and discussion featuring:

Chris Thompson, CFP, CLU, CH.F.C, CHS, Advanced Case Consultant, Equitable Life
Mike Sidhu, CFP, CLU, FMA, RCIS, Specialist in large business cases, 360° Wealth Strategies
Andrew Majoros, Wealth and Capital Stratagist, WealthGuard LifeSolutions Inc.

This event is designed to bring together a small group of professionals to discuss advanced tax-efficient capital, estate, and corporate planning concepts relevant to business owners, professionals, and families.

Lunch will be provided.
Seating is limited to 20 guests.

Please complete the form below to reserve your seat.

Email *

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First Name *

Last Name *

Email Address *

Mobile Phone Number *

Company / Firm Name *

Profession *

Accountant / CPA

Estate Lawyer

Tax Lawyer

Financial Professional

Business Owner

Other

Will you be attending? *

Yes, I would like to reserve a seat

Will you be bringing a guest? *

Yes

Please let us know of any dietary restrictions, allergies, or meal preferences. *

What is your biggest question about using insurance in tax, estate, or corporate planning?

How did you hear about this event?

Personal invitation from Andrew Majoros

Mike Sidhu

Equitable Life

Colleague / referral

Printed invitation card

Website

Other

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