ESTATE PLANNING COUNCIL OF LEE COUNTY

LOCATION: COOPER'S HAWK WINERY & RESTAURANT

NOTE: NEW THURSDAY RSVP DEADLINE

As Annalee will make clear: Caregiving does NOT have to derail careers, relationships,
portfolios, emotional and physical health when an Aging Plan is in place.

Annalee is dedicated to enhancing quality of life and aiding families in successful aging. As founder of Care Right Inc. since 2011, she and her team offer nationwide virtual family caregiver and senior care consultancy services, crafting tailored Aging Plans. After 18 years as a social worker and executive director in long-term care, she recognized the need for early aging discussions. Annalee facilitates proactive family dialogue, empowering them to navigate complexities like dementia, caregiver burnout, and healthcare systems. She initiated the Care Right Family Caregiver Solutions Facebook group, providing global support. Annalee started Plan4LifeNow and co-created the Elder Planning Specialist certificate program specifically to train CFP's about the impact of aging, caregiver burnout, dementia, and long-term care on the clients' portfolios.  The goal is to help advisors identify, address, and feel confident meeting the needs of their aging book of business. Annalee is a sought-after national speaker and author of "The Invisible Patient" on Amazon. 

When you register, please indicate your meal selection 
1. Seared Atlantic Salmon w/ sauteed spinach, oven-roasted Yukon Gold potatoes, sweet marzano tomato sauce
2. Cooper's Hawk Parmesan-Breaded Chicken Giardiniera w/ house-made vegetables, Mary's potatoes
3. Roasted Vegetable & Goat Cheese Flatbread w/ Caesar salad 

RSVP Deadline January 9  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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           Sponsorship Available for This Meeting
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Location: 13671 Olympic Court, at the back of the shopping center at the southwest corner of - and with entrances on - Daniels Parkway and Six Mile Cypress Parkway. 

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