ESTATE PLANNING COUNCIL OF LEE COUNTY

At our Annual Meeting   on December 2

SPECIAL LUNCHEON FOR THE HOLIDAY SEASON

Heritage Palms is planning an elaborate buffet for us:

• Big (size15!) shrimp scampi
• Chicken bruschetta w/ mozzarella & tomatoes
• Carving station for NY strip
• Asparagus
• Au gratin potatoes
• Salad bar
• Pecan pie dessert
• Coffee, tea, soft drinks included, Credit Card bar available.

We will elect our officers for 2022.  The slate will be presented for your consideration, and additional nominations will be welcomed from the floor.

• President:                    Gregory W. Marler, JD, LL.M - The Law Office of Gregory W. Marler, PLLC
• 1^st Vice President:       Megan M. Marquardt, CFP® - Busey Wealth Management
• 2^nd Vice President:      Paul Harris, CLU®, ChFC®, CASL® - Paul Harris Financial
• Treasurer:                    Matt Shell, CPA, CFP®, - Markham, Norton, Mosteller, Wright & Co., PA 
• Secretary:                    Arlene R. Foreman, CLU®, ChFC®, CFP®, CTFA^TM  - Professional Fiduciary/Trustee

As part of our Holiday Party, we will 

• receive our annual financial report
• Consider a modification to the Bylaws
• present grants to worthy organizations

The meeting is December 2.  Please remember the following:

The deadline for reservations is Friday, November 26, Noon.

The website will not accept reservations after that.