ESTATE PLANNING COUNCIL OF LEE COUNTY

Session Objectives
By the end of this session, you will be able to:

• Make Conversations Comfortable - Identify emotional barriers clients bring to estate planning and set the tone for safe, open dialogue from the very first meeting.
• Recognize the Emotional Layer - Understand how grief, family dynamics, fear of mortality, and legacy shape client decisions.
• Introduced to the Money Mindset Method- Leave with a professional toolkit for approaching difficult conversations with empathy and confidence.

Meet Erika Wasserman, Your Financial Therapist
One of only 100 Certified Financial Therapists in the U.S. Known for her engaging and relatable approach, Erika transforms the taboo topic of money into actionable confidence, helping individuals and teams navigate financial stress with clarity and ease. With a global impact spanning corporate wellness programs and her newly released book, Conversations with Your Financial Therapist - endorsed by Shark Tank's Barbara Corcoran, Erika is redefining what it means to build a healthy relationship with money.

LOCATION: HERITAGE PALMS GOLF & COUNTRY CLUB

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. 

Every will, trust, deed, and court filing relies on a network of public‑sector responsibilities that most
clients, and many professionals, rarely see. Discover how your Lee Clerk & Comptroller’s office manages recording, filing, and case processing, and how as Comptroller, we ensure fiscal accountability across county government. We’ll also spotlight our free Property Fraud Alert service and its growing importance in safeguarding real estate assets.

• Clerk Karnes was appointed Clerk of the Court & Comptroller by Gov. DeSantis in March 2022 and was elected to the position in August 2022 by Lee County voters.
• Lifelong resident of Florida, he moved to Lee County in 2006 to attend college – GO EAGLES!
• Karnes holds a Master’s Degree in Legal Studies (MLS) from American Public University and a Bachelor’s Degree from Florida Gulf Coast University.
• ​He is a 17-year veteran of the Clerk’s office and has held a variety leadership positions managing many projects and legislative changes.

When you register, please indicate your meal selection 
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                        Note: "Pay at Door" may be by cash or check only.

RSVP Deadline September 10  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
admin@epclc.org
(239) 826-4588