ESTATE PLANNING COUNCIL OF LEE COUNTY

At our Annual Meeting   on December 15

 we will elect our officers for 2017.  The slate presented for your consideration follows, and additional nominations will be welcome from the floor:

• President:                    Billie Ann Porter, CTFA, CFP® - FineMark National Bank & Trust
• 1^st Vice President:       Ric Blackwell, J.D., MBA -  Blackwell, Vishio & Fisher, PLLC
• 2^nd Vice President:      Brian Simon, CLU®, ChFC® - Alliance Financial Group
• Treasurer:                   Peter M. Knize, Trust Officer, VP - Investors' Security Trust
• Secretary:                   Arlene R. Foreman, CLU®, MSFS, ChFC®, CFP®, CTFA^TM  

As part of our Holiday Party, we will 

• receive our annual financial report
• present grants to worthy organizations, and
• draw the winner of our Membership Drive.

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."