ESTATE PLANNING COUNCIL OF LEE COUNTY

At our Annual Meeting   on December 13

 we will elect our officers for 2019.  The slate will be presented for your consideration, and additional nominations will be welcome from the floor.

• President:                    Brian Simon, CLU®, ChFC® - Alliance Financial Group
• 1^st Vice President:       Peter M. Knize, Trust Officer, VP - Investors' Security Trust
• 2^nd Vice President:      Gregory W. Marler, JD, LL.M - The Law Office of Gregory W. Marler, PLLC
• Treasurer:                    Matt Shell, CPA, CFP®, - Markham Norton 
• 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

RESERVATION DEADLINE:  December 7, noon

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 "Membership" - "Application Form".

Reservations: Note that your reservation is not complete until you see ""Event RSVP"  and the "Thank You" for your reservation.  Select one of the menu choices.  Members then select "pre-paid."  Guests ($35) then select either "pay at the door" or "credit card or PayPal".