Special Needs Estate Planning: Legal & Financial Issues

Date: Thursday, January 16, 2020
Time: 11:30am - 1:00pm
Location: Cypress Lake Country Cllub
Speaker: Jess Levins, JD

Dr. Levins is a member of the Florida Bar and Lee County Bar Association. He is a Certified Management Accountant (CMA) and is Certified in Financial Management (CFM). He has taught a variety of courses at Florida universities including Investments, International Finance, Managerial Accounting, Managerial Finance, Statistics, and Advanced Economics. Dr. Levins is licensed as a Professional Engineering (PE) in Ohio and Florida.

REMINDER: THE DEADLINE FOR MEMBERSHIP RENEWAL AND DUES PAYMENT IS JANUARY 31.

The meeting is January 16 Please remember the following:

The deadline for reservations is Friday, January 10, 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) and individuals 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". 

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