ESTATE PLANNING COUNCIL OF LEE COUNTY

LOCATION: COOPER'S HAWK WINERY & RESTAURANT
13671 Olympic Court, at the back of the shopping center at the southwest
corner of - with entrances on - Daniels Parkway and Six Mile Cypress Parkway.

SPIA, FIA, VA, RILA, GLWB, QLAC, MYGA… what do all of these mean?  Annuities come with a lot of acronyms – more all the time.  Join us for our January program where we’ll learn from a pro who can help us decode, decipher and understand these better, and what they mean for our clients.

Natalie Kropuenske is a Retirement Income Consultant at Ash Brokerage, partnering with advisors across Florida to design strategic, tax-efficient retirement income solutions that support their fiduciary role and help clients feel more confident about retirement.With nearly eight years at Ash, Natalie regularly collaborates with advisors to design customized, client-first solutions. Natalie holds her Series 6, 7 and 63 registrations, as well as the CAIA® designation. Based in sunny Estero, FL, she’s a mom of seven, a proud Purdue Fort Wayne graduate (the first non–Ohio State alum in her family), loves playing games, and exploring the region with her family.

When you register, please indicate your meal selection 
1. Pretzel-Crusted Pork Chop, BBQ maple glaze, Mary's potatoes, roasted nnroccolini, candied bacon
2. Soy Ginger Atlantic Salmon, wasabi-buttered mashed, Asian slaw
3.  Caprese Flatbread & Chopped Wedge Salad

                                Note: "Pay at Door" may be by cash or check only.

RSVP Deadline January 8  Noon

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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           Sponsorship Available for This Meeting
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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