ESTATE PLANNING COUNCIL OF LEE COUNTY

March 19, 2026

NOT TO BE MISSED - EPCLC MEMBERS ONLY until 3/8; then opens to Guests until 3/12

Megan Marquardt, CFP®, CTFA, Fort Myers President; Jason Chiklakis, Trust Officer; Peter Knize J.D., LL.M., AEP, Chief Fiduciary Officer – Interviewed by Carolyn Rogers, SVP, Wealth Services - All of Florida Trust Wealth Management

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April 16, 2026

Breach of Trust

Kenneth E. Kemp II

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May 21, 2026

One Big Beautiful Business Valuation Update for Estate Planners

Atticus Frank

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September 17, 2026

Inside Your Lee Clerk & Comptroller’s office

Clerk of Court Kevin Karnes

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