BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20241121T163000Z
DTEND:20241121T180000Z
LOCATION:Heritage Palms Golf & Country Club
UID:2631820241121T163000ZThe 3 Most Common Roth Conversion Strategies
DTSTAMP:20260404T072519Z
DESCRIPTION:\nCorey Vertich, CFP® is an owner in UVW Advisors, LLC, an independent financial planning firm. For his clients, Corey takes the role of the Family’s Chief Financial Officer, providing comprehensive estate, financial, retirement and investment planning for successful families.\n \nHe earned the CFP designation in 1994. He is a Past President of the local chapter of the Institute of Certified Financial Planners, later known as the Financial Planning Association; and was selected as a Forbes Best in State Financial Advisor from 2020 to 2023. Enthusiastic about expanding and improving our profession, Corey shares his experience and knowledge by mentoring new advisors and speaking to professional organizations and industry groups on a wide variety of financial topics. Corey is the fourth generation of his family in financial services. This year marks his 35th year serving clients.\n \nActive in the community, Corey gives his time and talents to various charitable organizations, serving as past campaign chair and active board member of our local United Way and President of the Southwest Florida Symphony Endowment Foundation. As an Eagle Scout, he has long been active in Scouting.\n \nWith his fiancé, Shelli and their three dogs, they divide their life between their homes in Fort Myers and Hendersonville, NC. Enjoying the outdoors, gardening, and woodworking ensures life is not all work and no play.\n  \n \nWhen you register, please indicate your meal selection.\n1. Parmesan Breadcrumb Encrusted Salmon w/ garlic & lemon beurre blanc, roasted red potatoes & broccoli\n 2. Mediterranean Chicken: garlic & herb crusted chicken, creamy spinach & feta orzo w/ green beans\n 3. Zoodle Primavera: zucchini noodles, mushrooms, broccoli, spinach, marinara & Parmesan cheese\n \nRSVP Deadline November 15  Noon\n \nPLEASE: If you reserve and will be unable to attend,\n call/text 239.826.4588\nso there's no wasted food or money.\n \n* * * * * * * * * * *\n           Sponsorship Available for This Meeting\n * * * * * * * * * * *\n \nDirections 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. \n \nColleagues 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)](https://epclc.org/form.php?form_id=8).\n \nArlene R. Foreman, CLU®, ChFC®, MSFS, CFP®, CTFA\nSecretary, Estate Planning Council of Lee County, Inc.\n 10091 Colonial Country Club Blvd.\n Fort Myers, FL 33913-7018\n (239) 826-4588\n
SUMMARY:The 3 Most Common Roth Conversion Strategies - Estate Planning Council of Lee  County 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR