Annual Meeting & Holiday Gathering
At our Annual Meeting on December 12
We will elect our officers for 2025. The slate will be presented for your consideration, and additional nominations will be welcomed from the floor.
President: Joe Cuffel, Attorney - Green, Schoenfeld & Kyle
1st Vice President: Tom Patricca, CFP® - TLP Financial Services, Inc.
2nd Vice President: Kerri A. Goldsmith, CFP®, CRPS, AIF®, CDFA® - HBKS Wealth Advisors
Treasurer: Matt Shell, CPA, CFP® - Markham Norton
Secretary: Arlene R. Foreman, CLU®, MSFS, ChFC®, CFP®, CTFA - Professional Fiduciary
As part of our Holiday Party, we will:
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- receive our annual financial report
- present grants to worthy organizations
- enjoy another Heritage Palms wonderful meal
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You have a choice of which meal you would prefer.
1.Chimichurri Salmon w/ garlic roasted red potatoes & green beans
2.Polynesian Chicken: grilled chicken breast, sauteed peppers & pineapple, sweet & sour sauce, w/ yellow rice & roasted vegetable medley
3.Caprese Salad: Romaine lettuce, baby heirloom tomatoes, mozzarella, fresh basil, balamic vinaigrette
RSVP Deadline Friday December 6 at Noon
PLEASE: If you reserve and will be unable to attend,
call/text 239-826-4588
so there's no wasted food or money.
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Meeting sponsorship available
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Directions from the Heritage Palms Gate House on Six Mile Cypress Parkway: Go straight ahead to the stop sign and the Clubhouse will be directly in front of you.
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 Estate Planning Council of Lee County Inc. - Member Application (epclc.org).
Arlene R. Foreman, CLU®, ChFC®, MSFS, CFP®, CTFA
Secretary, Estate Planning Council of Lee County, Inc.
10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-7018
(239) 826-4588
