Live & Learn Series at the Penticton Seniors Centre

Time: 1:30 – 3pm

Our speakers:

• Kevin Smith – Funeral Director and Owner (Kettle Valley Memorial)
• Mare McHale – Best Selling Author, Registered Social Worker & Therapist (Kinetic Counselling)
• Neil Wyper – Lawyer, Estate Planning and Probate (Wyper Law)
• Mark Walker – Advisor at Sunlife Financial

Planning for final wishes, care of assets, awareness of the roles and responsibilities of Power of Attorneys and Executors, estate settlement services and navigating probate are subject matters that our professionals will discuss in this information seminar to help provide advice to assist in eliminating future concerns for yourself or loved ones.

This Seminar will cover:

• Financial and emotional benefits of planning ahead
• Questions you should ask now to help eliminate any future obstacles for your loved ones
• What your Executor(s) and Power of Attorney need to know
• Insights about probate and how to navigate it
• Why it’s crucial to protect yourself & assets
• Resources and support referrals for caregivers, executors and those grieving loss

Q& A to follow
Light refreshments will be served

Our speakers:

• Kevin Smith – Funeral Director and Owner (Kettle Valley Memorial)
• Mare McHale – Best Selling Author, Registered Social Worker & Therapist (Kinetic Counselling)
• Neil Wyper – Lawyer, Estate Planning and Probate (Wyper Law)

ASK THE EXPERTS to learn everything you need to know to plan for your (or your loved ones) final wishes effectively, efficiently, affordably and legally.

Planning for final wishes, care of assets, awareness of the roles and responsibilities of Power of Attorneys and Executors, estate settlement services and navigating probate are subject matters that our professionals will discuss in this information seminar to help provide advice to assist in eliminating future concerns for yourself or loved ones.

This Seminar will cover:

• Financial and emotional benefits of planning ahead
• Questions you should ask now to help eliminate any future obstacles for your loved ones
• What your Executor(s) and Power of Attorney need to know
• Insights about probate and how to navigate it
• Why it’s crucial to protect yourself & assets
• Resources and support referrals for caregivers and those grieving loss

Q&A period to follow.
Two sessions to choose from:

10am-11am OR 6pm-7pm

ASK THE EXPERTS to learn everything you need to know to plan for your (or your loved ones) final wishes effectively, efficiently, affordably and legally.

Speakers:
Kevin Smith –  Funeral Director and Owner / Kettle Valley Memorial
Neil Wyper – Lawyer / Wyper Law

The WILLS & ESTATES portion of the seminar will cover:

• Insights about probate and how to navigate it
• Why it’s crucial to protect yourself and your assets by appointing a trusted family or friend to be your Power of Attorney
• When and why to set-up Trusts and the tax benefits of them
• What your Executors need to know

The PRE-ARRANGEMENT portion of the seminar will cover:

• Various options and pricing for funerals and cremations
• How to plan ahead to save money
• Questions you should ask now to help eliminate any future obstacles or struggles for your loved ones
• What your Executors need to know

Q&A period to follow.
Two sessions to choose from:

10am-11am OR 6pm-7pm

Join us for an insightful discussion on the importance of funeral prearrangement and estate planning. This event aims to shed light on the critical need for individuals to plan ahead for their end-of-life wishes and manage their estates effectively.

Our local, trusted experts in pre-arrangements and estate planning; Kevin Smith (Kettle Valley Memorial) & Neil Wyper (Wyper Law) will discuss the benefits of prearranging funerals, such as relieving loved ones of the burden of making difficult decisions during a time of grief, ensuring your wishes are carried out, and potentially saving costs.

Whether your wishes include a simple cremation or a traditional funeral service, some important factors and considerations we will share are extremely helpful to take into account in advance.

Additionally, speakers will emphasize the importance of estate planning, including wills, trusts, probate, and powers of attorney, to protect assets and ensure they are distributed and managed according to your wishes.

Don’t miss this opportunity to learn how you can take control of your future and provide peace of mind for yourself and your loved ones.

Join us for a complimentary information session that could make a significant difference in your life and the lives of those you care about.

Two time slots to choose from:
Morning: 10am – 11am
Evening: 6pm – 7pm