Joint Meeting w/ the Planned Giving Council

Date: Thursday, January 18, 2018
Time: 11:30am - 1:00pm
Location: Cypress Lake Country Club
Speaker: Lowell Schoenfeld, Esq.

Topic:  Successes / Pitfalls in Planned Giving

Come join together for this always informative meeting of the two organizations, and network with some of the top professionals in these fields. 

Our speaker is Lowell Schoenfeld.  Lowell provides legal expertise and service to clients in the practice areas of estate planning and administration, corporate and business planning matters, and wealth and asset preservation and protection.  He is board certified by The Florida Bar as an expert in wills, trusts and estates. Mr. Schoenfeld is AV® Preeminent™ Peer Review Rated  by Martindale-Hubbell®, the highest recognition possible in the legal industry, for his professionalism and ethics.

The Buffet will offer salad (two dressings), grilled Atlantic salmon, smoked bacon wrapped pork tenderloin, vegetable, rice, and a carrot cake dessert.

Reservation deadline is January 12, noon.

Your colleagues and professional friends are always welcomed as guests.  We are proud to share our Council's activities with them.  Meetings are the 3rd Thursday January-May and September-November; and the 2nd Thursday of December.

Should they wish to be considered for membership, an application is available at under "Membership".


Guests:  Please notify us at least 48 hours in advance if you cannot attend.

No-shows are responsible for payment.

See Upcoming Event Calendar