Sharing Your Estate Plan with Your Kids
Date: Thursday, April 17, 2025
Time: 11:30am - 1:00pm
Location: Cooper's Hawk Winery & Restaurant
Speaker: Carolyn Rogers & Thomas L. Patricca, CFP®, CEPS, AEP®
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LOCATION: COOPER'S HAWK WINERY & RESTAURANT
Carolyn Rogers is responsible for developing client relationships in both Lee and Collier Counties. She assists clients in identifying and prioritizing their wealth management needs. Her career in fundraising development and communications within the nonprofit arena aligns with the Trust Company’s wealth management and estate planning specialties. Prior to joining The Trust Company, she served as Vice President of Development and Communications for the Southwest Florida Community Foundation Collaboratory in Fort Myers, where she worked closely with trusted professional advisors and donors. Prior to serving at the Foundation, Carolyn led SimplifyPR public relations firm and was instrumental in the longstanding success of the Southwest Florida Wine & Food Fest. She also guided fundraising growth at Canterbury School and the Children’s Hospital of Southwest Florida at Lee Health. Carolyn holds a Bachelor of Arts degree in Mass Communication, specializing in Public Relations from University of South Florida, Tampa, FL, and certifications in public relations and philanthropy.
Tom Patricca is president and founder of TLP Financial Services, Inc., an independent financial planning firm. Tom is an accomplished, service-minded financial planner with more than 25 years of experience with a Fortune 100 firm providing broad-based financial planning and counseling to high-profile corporate clients. Tom has worked with senior executives, managers, and professionals to incorporate their employee benefits into an integrated financial plan that helps them protect their families, enjoy a comfortable retirement, and minimize their investment risk. He has worked with over 1,000 clients throughout the country, helping them create and implement personalized, comprehensive financial plans.
Tom has been a CERTIFIED FINANCIAL PLANNER® for more than 25 years, and he also earned an MBA. He is married with four children, and is active in his local community, Rotary Club, the Financial Planning Association, and church.
When you register, please indicate your meal selection
1. Crab, Shrimp & Lobster Bisque w/ Chopped Wedge
2. Keaton's Spaghetti & House-Made Meatballs w/bucatini pasta, rich tomato Bolognese, burrata dolce, basil, extra virgin olive oil
3. Caprese Flatbread w/ Caesar Salad
RSVP Deadline April 10 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 - 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
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