Beneficiary Designations; Joint Meeting w/ the Planned Giving Council
The meeting is November 21. Please remember the following new policy:
The deadline for reservations is Friday, November 15, Noon.
The website will not accept reservations after that.
Cancellations: If you cannot attend after reserving, please notify the Secretary as soon as possible by email (EstatePlanningLee@gmail.com) or by phone (239.433.4662). (This will be helpful to the Club; and may save the Council money even if your cancellation is on the day of the meeting.
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 www.epclc.org/members/application.
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) andindividuals studying for Council-recognized designations/exams (CFP, CLU/ChFC, CPA, CTFA or the Bar) ($25) then select either "pay at the door" or "credit card or PayPal".