Kelowna Estate Planning Society – Dealing with a “Simple” Asset: Registered Plans

Jennifer Eshleman, Associate and member of our Wills, Estates + Trusts Practice Group, will present to the Kelowna Estate Planning Society on February 11, 2025. Jennifer and her co-presenter will discuss the life cycle of registered investments (e.g., tax free saving accounts and registered retirement savings plans). The presentation will dive into topics including how to designate a beneficiary, whom to designate as a beneficiary and insights from recent court cases.