Holiday Gathering & Annual Meeting

Date: Thursday, December 12, 2019
Time: 11:30am - 1:00pm
Location: Cypress Lake Country Club

At our Annual Meeting   on December 13

 we will elect our officers for 2020.  The slate will be presented for your consideration, and additional nominations will be welcome from the floor.

  • President:                    Peter M. Knize, Trust Officer, VP - Investors' Security Trust
  • 1st Vice President:       Gregory W. Marler, JD, LL.M - The Law Office of Gregory W. MarlerPLLC
  • 2nd Vice President:      
  • Treasurer:                    Matt Shell, CPA, CFP®, - Markham Norton 
  • Secretary:                    Arlene R. Foreman, CLU®, MSFS, ChFC®, CFP®, CTFATM  

As part of our Holiday Party, we will 

  • receive our annual financial report
  • present grants to worthy organizations


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 on the website, under "Membership" - "Application Form".

Reservations: Note that your reservation is not complete until you see ""Event RSVP"  and the "Thank You" for your reservation.  Select one of the menu choices.  Members then select "pre-paid."  Guests ($35) then select either "pay at the door" or "credit card or PayPal". 

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