Annual Meeting & Holiday Gathering
At our Annual Meeting on December 10
LOCATION: HERITAGE PALMS GOLF & COUNTRY CLUB
NOTE: REGISTRATION DEADLINE - 12/3 NOON - IS EARLIER THAN USUAL
We will elect our officers for 2027. The slate will be presented for your consideration, and additional nominations will be welcomed from the floor.
President: Kerri A. Goldsmith, CFP®, CRPS, AIF®, CDFA® - HBKS Wealth Advisors
1st Vice President: Joan DeMichael Henry, Esq. - Lusk, Drasites & Tolisano, PA
2nd Vice President:
Treasurer: Matt Shell, CPA, CFP®
Secretary: Arlene R. Foreman, CLU®, MSFS, ChFC®, CFP®, CTFA - Professional Fiduciary
As part of our Holiday Party, we will:
receive our annual financial report
present grants to worthy organizations
enjoy another Heritage Palms wonderful meal
When you register, please indicate your meal seletion:
1. Seared Salmon (topped with mango salsa) with Mashed Potatoes and Sauteed Green Beans
2. Chicken Parmesan over pasta with Green Beans
3. Greek Salad with cucumbers, feta, Kalamata olives, tomatoes, bell peppers, onions and with a tzatziki salad dressing (Vegetarian)
RSVP Deadline Tuesday December 3 at Noon
NOTE: 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
