Wealth & AI Summit

One day. Five experts. Your whole money picture, in one room. Most of us see a financial advisor once a year, a mortgage broker every five years and a lawyer only when something goes wrong. They rarely talk to each other. At the Wealth & AI Summit, they do. Join the Aurea Sisterhood at Grizzli Winery in West Kelowna for a hands-on day with four trusted Canadian professionals and one AI strategist. Each session is a conversation between experts, built around real questions and BC rules. Then you use AI to pull it all together into one plan you can actually track. Bring your real numbers. Leave with a plan that is finally yours. The flow of the day Create: The Canadian Woman’s Wealth Gap, Decoded With a Wealth Advisor. CPP, OAS and building your own pension when you are self-employed. Activate: Your Mortgage Is a Wealth Tool With a Mortgage Broker. Renewals, prepayments and the Smith Manoeuvre, explained simply. Leverage: The Sisterhood Property Model With an Investment Realtor. Co-owning property, BC’s new suite rules and a live Okanagan deal walkthrough. Protect: Protect What You Build With a Real Estate Lawyer. Wills, representation agreements, enduring powers of attorney, probate, adding family to title and protecting your business. I ntegrate: Build Your Wealth Plan With AI With Shannon DeSouza. Turn the whole day into a one-page wealth plan, and take home the prompts to keep tracking it. Your ticket includes All five sessions and the closing panel Lunch, with vegetarian and meat options Expert office hours over lunch Your AI wealth plan prompt pack

What to bring A laptop or phone with an AI app such as Claude or ChatGPT, plus a few of your own numbers: your mortgage renewal date, your TFSA and RRSP room, and your top three money goals. No AI experience needed.uild your plan.