Estate Planning Council of Polk County December Meeting
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Our next meeting will be held on Tuesday, December 7, 2021 in-person from 5:30 p.m. to 7:30 p.m. at Swan
Brewing - South, located at 2972 Lakeland Highlands Rd., Lakeland, FL 33803.
To ensure plentiful catering, RSVP is required and can be made through Thursday, December 2nd.
We will provide heavy hors d oeuvres by Terrie Lobb Catering, non-alcoholic beverages, and water
for your enjoyment in addtion to a cash bar, featuring Swan City beer and wine.
If you are not yet a current member or have not renewed your dues for the 2021-2022 membership year, the price of admission when you register online or at the door will be $50.00.
Our agenda will be focused on the National Association of Estate Planners and Councils Conference recently held in November. We will also touch on member benefits you receive from our National Chapter and as members have requested, more time to network with each other.
We encourage you to bring a prospective member or guest based on the newly expanded membership categories listed below:
Accountant / Attorney / Life Care Management / Financial Advisor / Financial Analyst / Financial Planner Fraud Examiner / Investment Advisor / Life Underwriter / Philanthropic Charitable Advisor / Trust Officer or Associate Member
A big thanks to our meeting sponor: Citizens Bank & Trust