ESTATE PLANNING COUNCIL OF POLK COUNTY

Kevin Albaum

Heckerling Panel

Dealing with Atypical Assets in an Estate Administration – Leah Del Percio, Trustate

Alzheimer’s Virtual Tour and discussion of potential indicators of Alzheimer’s and Dementia in clients.

Presentation of Slate of Officers and Election Meeting

Efficient Long-Term Care Planning for the Affluent

Ashley Dietz, President of the Florida Philanthropic Network

CPS Investments on Health Savings Accounts

Kickoff Social

Presentation of Slate of Officers and Election Meeting

Angela M. Tormey, Esquire

Panel of Elder Care Professionals

Member Take-Aways from the NAEPC National Conference

Paul M. Caspersen

Heckerling Institute Recap

Heckerling Institute Recap

Presentation to NAEPC by Timothy Reiniger

Professor Roberta

Eido M. Walny, Atty, AEP®, EPLS

Linda R.chamberlain, Esq.

Heckerling Institute Recap

Mayor Bill Mutz

Panel - Linda D. Hartley, Beverley J. McLain, and Sherry Kelley

Kadian Douglas, Manager, CLA Tampa

Heckerling Institute on Estate Planning Recap

WM. Fletcher Belcher

Brain C. Sparks

Susan F. Mcphail-Taylor, MHA, BSN, RN, iRNPA

James P. Clemensen, CFP®, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC

Panel Presentation

Circuit Court Judge John Stargel

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