ESTATE PLANNING COUNCIL OF NAPLES

 

Dear Members, the EPC of Naples Board of Directors trust that you all are well and that you and your families are coming through the events of the past two weeks without harm.

In an effort to help get things back to normal we have confirmed that our annual Success Event is on schedule and will be one you won't want to miss. 

Please see the brochure and RSVP as soon as possible.  

CE's Available include:  

CFTA 4

CFP 3.5

FL Bar General 3.5, Tax Law 3.5, Wills, Trusts & Estates 3.5

AND ALSO AS A TREAT TO ATTENDEES:

Each attendee will receive a complimentary copy of the custom printed book made especially for the event as well as a copy of Mr. Gassman’s highly informative book, Eight Steps to a Proper Florida Trust and Estate Plan.

 

Hope to see you all there!

If anyone has unpaid dues please call Marsha at 239-200-6918.

 

Honoring our Past Presidents

 

History

The Estate Planning Council of Naples, Inc. was formally organized in 1972. It is a not-for-profit interdisciplinary organization of professionals involved in estate planning. Currently, the Council has 128 members that are represented by Estate and Taxation Attorneys, Certified Public Accountants, Trust Company Officers, Chartered Life Underwriters and Certified Financial Planners.

Officers and Directors

The stability of the Council which constitutes six officers and four directors, always maintains equal representation as there are two representatives from each discipline. Directors serve for a two year period but can be elected to serve a second two year term.

Objectives of the Council

  • To encourage its members to continually enhance their skills through continuing education.
  • To cultivate estate planning consciousness in the community.
  • To have its members focus on the ultimate goal of rendering superior professional service  to the community that we serve.
  • To have the professionals involved, share resources and expertise which brings together the best possible talents and capabilities to solve specific challenges and find solutions for clients.

Meetings

Meetings are held in the months of November, January, March, May and September. Meetings include a social hour, dinner and a guest speaker. The Club at Pelican Bay is the meeting place and ocassionally another location. The social hour usually begins at 5:30 pm.

Special Events

In the month of October the Council holds its "Success Event." at The Club at Pelican Bay. This is a one half day program featuring a speaker of national renown. It includes a continental breakfast, lunch and afternoon golf for those who want to play.

Community

Numerous members of the Council serve on the Board of Directors of local volunteer and non-profit organizations.