"Your Concierge of Philanthropy: Helping Clients Get From Here to There in Estate Planning"
We often have clients who have a vague idea of what they want to accomplish with their estates after they're gone. But finding "just the right way" to make something meaningful happen is hard to pinpoint, let alone implement. Sarah will share some stories of how the Southwest Florida Community Foundation helps our clients "get there from here" and formulate a blueprint for their estate plans.
Your colleagues and professional friends are always welcomed guests. We are proud to share our Council's activities with them. Should they wish to be considered for membership, an application is available on the www.epclc.org website, under the "Documents" link in the left-hand column.
Reservations: Note that your reservation is not complete until you see ""Event RSVP" and the "Thank You" for your reservation. Members should select one of the "M" menu choices and then select "pre-paid." Guests ($30) are asked to select one of the "G" menu choices and then select "pay at the door."
