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In this Embrace Aging month presentation, Advanced Planning Director, Lee, helps families understand:- the role of an executor
- what types of things an executor will face when dealing with estate planning and settlement
- what estate planning is exactly
- what type of will is right for you
- how to plan ahead for a funeral, burial, and/or cremation
- what is probate, how to deal with the taxes, and financial planning
We take a holistic, no pressure approach to make planning accessible for everyone.
This is a fantastic opportunity to ask questions from our experts and to learn the steps to create a solid, well rounded Estate Plan.
Presented by:
Lee Davidson, Advanced Planning Director
Providence Funeral Homes
Free and open to the public – Everyone is welcome
To Register: https://www.eventbrite.ca/e/creating-an-estate-plan-and-what-your-executor-needs-to-know-tickets-1980002222949?aff=oddtdtcreator
Event Date and Location:
Wednesday, March 11, 2026, 1:00 pm - 3:00 pm
Chartwell Retirement Residence
1831 Parkview Crescent, Kelowna V1X 7G7
See you then!
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Event Venue
Chartwell Chatsworth Retirement Residence, 1831 Parkview Crescent,Kelowna, British Columbia, Canada
Tickets
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