ESTATE PLANNING COUNCIL OF LEE COUNTY

• What happens when one beneficiary believes distributions are unfair?
• When is discretionary language like HEMS vewed as a guarantee rather than guidance?
• Or when advisors and fiduciaries find themselves in the midde of long-standing family dynamics?
• What authority and unfluence  do beneficiaries hold - and how can professionals balance transparency, compliance and family relationships while honoring the grantor's wishes?

1. Gnocchi alla Vodka, Italian sausage, San Marzano vodka cream, Basil, Parmesan
2. Ellie's Chicken Piccata, lemon butter caper sauce, capellini pasta, asparagus 
3. Napa Salad, apple, goat cheese, drief cherry, corn, avocado, toasted marcona almonds, cilantro, tomato, honey mustard vinaigrette
    

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

RSVP Deadline:
Members Only may register through March 8 noon
Registration then will open to nonmembers
ALL REGISTRATIONS close March 12 noon 

PLEASE: If you reserve and will be unable to attend,
call/text 239.826.4588
so there's no wasted food or money.

Location: Cooper's Hawk, 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. 

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
admin@epclc.org
(239) 826-4588