Private Professional Luncheon
Advanced Tax, Corporate & Estate Planning Luncheon
A private professional luncheon for accountants, CPAs, estate lawyers, tax lawyers, and select guests.
DATE & Time
Tuesday, May 26, 2026
12 PM – 2 PM
VENUE
Frind Estate Winery — Lake Room
West Kelowna, BC
SEATING
Limited to 20 Guests
LUNCH PROVIDED
Optional – Time For networking until 2:30 PM
About the Event
A Focused, Small-Group Learning Experience
Join us for a private professional luncheon focused on advanced tax and estate planning using insurance strategies.
This event is designed to help accountants, CPAs, estate lawyers, and tax professionals deepen their understanding of how insurance-based planning strategies can create meaningful value for clients in areas such as estate planning, tax efficiency, business succession, and trust-based planning.
Many professionals are highly skilled in tax and estate matters but may not regularly work with advanced insurance strategies. This luncheon is intended to provide practical education, professional discussion, and insight into how these concepts can complement existing planning work and benefit clients more fully.
We are also exploring continuing education accreditation for this event. Lunch will be provided, and seating is intentionally limited to support a high-quality, small-group experience.
Who This Event Is For
Exclusively for Invited Professionals
This is a private event focused on education, professional collaboration, and practical planning insight.
- — Accountants and CPAs
- — Estate Lawyers
- — Tax Lawyers
- — Professional advisors serving incorporated clients, business owners, and families
- — A limited number of invited guests and referral partners
What You Can Expect
A Focused and Valuable Afternoon
This is intended to be an informative and worthwhile afternoon in a professional, relaxed setting.
- — Advanced tax and estate planning concepts
- — Insurance strategies for business owners and families
- — Trust-related planning considerations
- — Tax-efficient wealth transfer
- — Succession and estate planning opportunities
- — Practical ways these strategies support legal, tax, and financial planning work
Why Attend
Expand What You Can Offer Your Clients
For many professionals, advanced insurance planning is an area that is underutilized or not fully understood, despite the value it can create for the right clients.
Broaden your planning knowledge
Understand how insurance strategies fit into tax and estate planning
Explore ideas that may benefit your clients
Connect with other professionals in a collaborative setting
Featured Speakers
Meet Your Presenters
Chris Thompson
CFP, CLU, CH.F.C., CHS
Advanced Case Consultant, Western Region
Equitable Life
Chris will share advanced insight into tax and estate planning strategies using insurance solutions, with a focus on practical opportunities for professionals serving business owners, families, and incorporated clients.
Mike Sidhu
CFP, CLU, FMA, RRC
Specialist in Large Business Cases
360 Wealth Management
Mike will provide additional perspective on advanced planning opportunities, with a particular focus on larger business cases and real-world applications for professionals advising business owners and incorporated clients.
Andrew Majoros
Insurance Advisor & Host
WealthGuard LifeSolutions Inc.
Andrew is the host and local point of contact for the event. He works with professionals and clients to help implement insurance-based planning strategies as part of a collaborative team approach.
Venue
Frind Estate Winery — Lake Room
3725 Boucherie Rd, West Kelowna, BC V4T 0A8
Set in a beautiful lakeside setting, Frind Estate Winery offers a relaxed and professional environment for an intimate luncheon and discussion.
Event Itinerary
What to Expect on the Day
Welcome & Introductions
Hosted by Andrew Majoros
Presentation
Chris Thompson, CFP, CLU, CH.F.C., CHS — Equitable Life
Presentation
Mike Sidhu, CFP, CLU, FMA, RRC — 360 Wealth Management
Q&A
Hosted by Andrew Majoros
Optional Networking & Discussion
Informal conversation to follow for those who wish to stay
Registration
Reserve Your Seat
Seating is limited to 20 guests.
If you would like to attend, please reserve your seat using the registration form below. Dietary restrictions and guest information can be submitted during registration.
This is a private event. Registration is limited and subject to availability.
