Annual Meeting & Holiday Gathering
At our Annual Meeting on December 11
LOCATION: HERITAGE PALMS GOLF & COUNTRY CLUB
NOTE: REGISTRATION DEADLINE - 12/2 NOON - IS EARLIER THAN USUAL
We will elect our officers for 2026. The slate will be presented for your consideration, and additional nominations will be welcomed from the floor.
President: Tom Patricca, CFP® - TLP Financial Services, Inc.
1st Vice President: Kerri A. Goldsmith, CFP®, CRPS, AIF®, CDFA® - HBKS Wealth Advisors
2nd Vice President: Joan DeMichael Henry, Esq. - Lusk, Drasites & Tolisano, PA
Treasurer: Matt Shell, CPA, CFP®
Secretary: Arlene R. Foreman, CLU®, MSFS, ChFC®, CFP®, CTFA - Professional Fiduciary
As part of our Holiday Party, we will:
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- receive our annual financial report
- present grants to worthy organizations
- vote on a proposed Bylaws change re membership category definitions
(details to be forthcoming) - enjoy another Heritage Palms wonderful meal
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You have a choice of which meal you would prefer.
1. Meatloaf w/ mashed potatoes & green beans
2. Baked Haddock w/ garlic butter Ritz crumbs, roasted potatoes & asparagus
3. Pasta Alfredo: pasta w/ Alfredo sauce & broccoli
RSVP Deadline Tuesday December 2 at Noon
PAY AT THE DOOR is by only cash or check.
PLEASE: If you reserve and will be unable to attend,
call/text 239-826-4588
so there's no wasted food or money.
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Meeting sponsorship available
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Directions from the Heritage Palms Gate House on Six Mile Cypress Parkway: Go straight ahead to the stop sign and the Clubhouse will be directly in front of you.
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 Estate Planning Council of Lee County Inc. - Member Application (epclc.org).
Arlene R. Foreman, CLU®, ChFC®, MSFS, CFP®, CTFA
Secretary, Estate Planning Council of Lee County, Inc.
10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-7018
(239) 826-4588
