ESTATE PLANNING COUNCIL OF POLK COUNTY

The Estate Planning Council of Polk County invites its members and guests to the

Tuesday, April 26, 2022 Dinner Meeting to be held at

Fresco’s, located at 132 South Kentucky Avenue, Lakeland, FL 33801

Social and Networking : 5:30 – 6:00 p.m.

Meeting Starts at 6:00 p.m. sharp

TOPIC:

Dodging Bullets: A Primer for Helping Gun Owners Avoid Unintentional Felonies 

Join us as we learn about the importance of a purpose-driven firearms trust as part of a comprehensive estate plan and the types of firearms that should be included in this type of planning.

About our Speaker:

Angela Tormey is the CEO and founder of Ally Legal, P.A. in Valrico, Florida. Her primary practice areas are Estate and Firearms Planning where she helps families protect their loved ones, their wealth, and their firearms. She is well-versed in addressing the needs of military and civilian families and individuals at all stages of life from heading off to college, purchasing or inheriting their first firearm, welcoming their first child, all the way to providing a nest egg or heirloom arsenal for great-grandchildren and other loved ones.

Attorney Tormey has been featured in Western Michigan University’s Thomas M. Cooley Law School’s Professionalism Panel Series, Bay Area Legal Services Pro Bono Spotlight, Women of the Military Podcast Series, Great American Teach-in Presenter, and at Bell Creek Academy’s Financial Literacy Panel. She is a past President of Business Networking International’s (BNI) Prosperity in Action’s Chapter, former board member for the Florida Association of Veteran Owned Businesses Tampa Chapter and served on Bell Creek Academy’s Inaugural School Advisory Committee. She published her first article on Firearms Planning in the Hillsborough County Bar Association’s Lawyer Magazine last year and has been a featured speaker on numerous other podcasts about her experience as a female Veteran and Firearms Planning Attorney.

Angela holds 2 associate degrees and a Professional Manager Certificate from the Community College of the Air Force, an undergrad certificate in Explosive Ordnance Disposal and B.A. in Homeland Security from American Military University, where she focused on Terrorism Studies, and a Juris Doctor from Western Michigan University Thomas M. Cooley Law School.

There is not cost for members to attend, however RSVP is required

by Monday, April 25^th at noon.

Guests are welcomed – payment of $50 must be made online by Monday, April 25^th at noon.

Please note that there is limited seating for this meeting.  If you find that you are not able to attend be sure to cancel your RSVP in order to allow someone else the opportunity to attend.

Thanks to our April Meeting Sponor

The  Mission of the Estate Planning Council of Polk County is to promote the multi- disciplinary approach of estate planning by supporting its members, encourage cooperation among members to create a thorough and complete estate plan for clients, provide education and learning opportunities for members, and increase awareness of the importance of estate planning by a team of professional advisors. 

Our Chapter welcomes professionals in the following disciplines that provide estate planning services:

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