You don’t have to be a Millionaire, or even Old, to think about your legacy now!
- Have you ever thought about how you could make your estate larger by doing some smart tax planning now?
- Have you ever wondered about what sort of a legacy you want to leave behind once your kids and family are taken care of?
- Have you ever hoped you could set an example for those close to you to follow in your footsteps by giving to the community?
This inspiring introductory workshop will introduce you to the simple steps of how and why to add Planned Giving into your estate planning. By doing so you will create a lasting legacy for future generations while also saving taxes and growing your hard-earned estate.
A free one-hour workshop hosted by Vernon Public Art Gallery
- An overview – what is Planned Giving and how it works?
- Legal mechanics of estate planning
- Tax saving opportunities – while you are living and when you pass
- What you can do right away to plan for life time income
- The Vernon Public Art Gallery as a potential beneficiary – why and how
Followed by an optional tour of the Vernon Public Art Gallery with the Executive Director and Curator.
Note: This workshop is not designed to give you advice on your personal situation but to overview the process of planned giving, avoid typical pitfalls and help set next steps.
Dates:
February 26, 2026 – Thursday 1:00 -2:00 pm
May 13, 2026 – Tuesday 4:30 – 5:30 pm
September 17, 2026 – Thursday 1:00 – 2:00 pm
November 16, 2026 – Tuesday 4:30 – 5:30 pm
Workshop led by
Tom Christensen K.C Nixon Wenger
Tom started his legal career in Vernon in 1996. He took a leave from practice from 2001 to 2009 to serve as MLA for Vernon-Monashee and held a number of cabinet portfolios during that time.
Tom has a general solicitor’s practice, assisting clients with business matters, wills and incapacity planning, the administration of estates, and real estate conveyancing and financing matters. He has a particular interest in assisting families with the transition of assets from one generation to the next through effective personal and business succession planning as well as resolving estate disputes outside of court.
Kyle Britton – Partner, BComm, CPA, CGA, Clark Robinson
Born and raised in Vernon, Kyle has been a partner at Clark Robinson CPAs for over 8 years. Kyle practices primarily in individual and corporate taxation, helping clients navigate complex tax matters.
Laura-Lee Locheed – FMA (retired)
With parents settling in Vernon in 1945, Laura-Lee is truly a Vernonite! Now retired, her career in financial planning as a CFP and FMA has spanned 39 years. Her work specialized in retirement income, tax and estate planning and charitable gifting. Her community involvements have included directorships with the Chamber of Commerce, the Okanagan Landing Association, the Okanagan Symphony and the Vernon Flying Club.
Dauna Kennedy – Executive Director, Vernon Public Art Gallery
Dauna has been the Executive Director for 17 years, guiding it through a huge transition from a small town public gallery to a regionally recognized leader in public art programming. She and her team now face the exciting challenge of preparing to move into the new Greater Vernon Cultural Centre in 2028.
