32nd Annual Success Event of the Estate Planning Council of Naples

Date: Friday, October 6, 2023
Time: 7:30am - 5:00pm
Location: Imperial Golf Club
Speaker: Mark Parthemer, Chief Wealth Strategist and Regional Director of Florida/Managing Director

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The 32nd Annual Success Event of the Estate Planning Council of Naples is going to be a great event!

Our speaker this year is Mr. Mark Parthemer, Chief Wealth Strategist and Regional Director of Florida l Managing Director, from Glenmede.  Mr. Parthemer is a nationally recognized speaker and frequently published author. He is frequently quoted on tax and estate planning matters in publications such as the Wall Street Journal, NY Times, and Washington Post. He will be speaking on 

Estate Planning HOT TOPICS!

HOT TOPICS to include: 

  • recent developments related to gift and estate tax planning
  • relevant updates in Florida state law as to fiduciary investment and UFIPA as to the power to adjust
  • planning techniques more effective in the current economic environment


   Registration and Breakfast: Starts at 7:30 a.m.

   Seminar: Promptly Starts at 8:30 a.m.

   Lunch: Starts at 11:30 a.m.

   Golf: Tournament Starts at 1:00 p.m.

Along with wonderful food, atmosphere, speaker, and topic we will be holding our Golf Tournament for your chance to house the traveling trophy of the EPC of Naples Success Event winning foursome. You do not want to miss out on this social yet competitive part of our Success Event. The awards ceremony will take place after the tournament with refreshments provided. 

Please fill out the RSVP with your option of attendance, your requirement of vegetarian meals, who you would like to golf with, and your handicap if golfing. 

Sponsors are needed.  If you or your organization would like to be one of our sponsors of the Success Event, please send that information as well.  Questions can be emailed to admin@epcofnaples.org or call 239-200-6918.

Sponsorship Opportunities are as follows:

Par Sponsor:    $250 - Listing in the program and on the PowerPoint.
Birdie Sponsor: $500 - Listing in the program, website acknowledgment, recognition on the PowerPoint,
and one free Success Event meeting fee.
Eagle Sponsor: $1000 - Listing in the program website acknowledgment, PowerPoint recognition, and
one free Success Event meeting fee and golf fee.
Presenting Sponsor: $5,000 – Only one Presenting Sponsorship available per year. Top listing in the
program with logo and website, recognition at the event, and on the PowerPoint as the Presenting Success Event Sponsor. Free Attendance and a foursome of golf.

Here is the Success Event Flyer to share with others to attend as potential members. Please feel free to print and distribute. 



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