| December 3, 2025 |
Holiday Social
|
| November 18, 2025 |
Council Reception, Dinner and Presentation -Navigating Business Valuations – What Estate Planners Must Know
Thomas C. Insalaco, CFA, ASA |
| November 12, 2025 |
Today! NAEPC Webinar: What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation
Paul R. Greenwood JD, LL.B |
| October 21, 2025 |
Council Reception, Dinner and Presentation: Panel Discussion: Grantors Intent vs Trustee's Interpretation
Gentry B. Byrnes, J.D., Erica Roodhouse, J.D. and Darby Jones J.D. |
| September 16, 2025 |
Council Reception, Dinner and Presentation: Conversation with the Judge
Probate Judge Dana Y. Moore |
| August 19, 2025 |
Estate Planning Council of Polk County Networking Social
|
| May 13, 2025 |
Annual Meeting & May Social
|
| March 11, 2025 |
March Dinner Meeting: Financial Planning from the Professional's Point of View
Peter Golotko, CPA/PFS, MBA |
| February 18, 2025 |
February Dinner Meeting: Heckerling Panel
Heckerling Panel |
| December 10, 2024 |
Estate Planning Council Holiday Social
Lauren Stump |
| November 12, 2024 |
Keeping Your Kicks After 66 - A Long Term Care Road Trip
Denise Tessier, The Tessier Law Firm, P.A. |
| October 29, 2024 |
CANCELLED: October Dinner Meeting: Artificial Intelligence in Estate Planning
Lynn Groenhoff, Thomas Reuters |
| September 17, 2024 |
Estate Planning Council of Polk County September Dinner Meeting - Power of Attorney Pitfalls
Jillian T. Spangler, Boswell & Dunlap, LLP |
| August 20, 2024 |
Member Kick-Off Social
|
| May 14, 2024 |
Annual Meeting and May Social
2024-2025 Officer Vote and Social |
| March 19, 2024 |
Estate Planning Council of Polk County March Dinner Meeting
Kevin Albaum |
| January 23, 2024 |
Estate Planning Council of Polk County January Dinner Meeting
Heckerling Panel |
| December 5, 2023 |
Estate Planning Council Holiday Social
|
| August 15, 2023 |
Estate Planning Council Kick-off Social
|
| May 9, 2023 |
May Social and Election Meeting
Presentation of Slate of Officers and Election Meeting |
| April 25, 2023 |
Estate Planning Council of Polk County April Dinner Meeting
Efficient Long-Term Care Planning for the Affluent |
| February 21, 2023 |
Members-Only Social at Bonnet Springs Park
|
| December 6, 2022 |
Estate Planning Council of Polk County December Dinner Meeting
Ashley Dietz, President of the Florida Philanthropic Network |
| October 18, 2022 |
Estate Planning Council of Polk County October Dinner Meeting
CPS Investments on Health Savings Accounts |
| September 27, 2022 |
CANCELLED Members-Only Social at Bonnet Springs Park
|
| August 30, 2022 |
Estate Planning Council of Polk County Kickoff Social
Kickoff Social |
| May 17, 2022 |
May Social and Election Meeting
Presentation of Slate of Officers and Election Meeting |
| April 26, 2022 |
Dodging Bullets: A Primer for Helping Gun Owners Avoid Unintentional Felonies
Angela M. Tormey, Esquire |
| March 31, 2022 |
Working with Older Adult Clients: A Panel Discussion
Panel of Elder Care Professionals |
| December 7, 2021 |
Estate Planning Council of Polk County December Meeting
Member Take-Aways from the NAEPC National Conference |
| October 26, 2021 |
Estate Planning Council of Polk County Dinner Meeting
Paul M. Caspersen |
| August 31, 2021 |
Membership Kickoff
|
| June 1, 2021 |
Estate Planning Council of Polk County Meeting - ZOOM
Heckerling Institute Recap |
| June 1, 2021 |
Estate Planning Council of Polk County Meeting
Heckerling Institute Recap |
| January 26, 2021 |
Webinar: Remote and Online Signing, Witnessing and Notarization of Estate Planning Documents: Is the Future Here?
Presentation to NAEPC by Timothy Reiniger |
| November 17, 2020 |
Estate Planning Council of Polk County Virtual Meeting
Professor Roberta |
| September 29, 2020 |
Estate Planning Council of Polk County Virtual Meeting
Eido M. Walny, Atty, AEP®, EPLS |
| August 27, 2020 |
2020 Kickoff Virtual Social
|
| May 5, 2020 |
Medicare/Medicaid Wavers under COVID-19
Linda R.chamberlain, Esq. |
| January 28, 2020 |
Heckerling Institute on Estate Planning Recap
Heckerling Institute Recap |
| November 26, 2019 |
Dealing with Difficult People
Mayor Bill Mutz |
| September 24, 2019 |
Top 10 Myths of Power of Attorney
Panel - Linda D. Hartley, Beverley J. McLain, and Sherry Kelley |
| August 15, 2019 |
2019 Membership Kickoff Social
|
| April 30, 2019 |
Estate Planning Council of Polk County Dinner Meeting
Kadian Douglas, Manager, CLA Tampa |
| January 29, 2019 |
Estate Planning Council of Polk County Dinner Meeting
Heckerling Institute on Estate Planning Recap |
| December 4, 2018 |
Estate Planning Council of Polk County Dinner Meeting
WM. Fletcher Belcher |
| October 23, 2018 |
Estate Planning Council of Polk County Dinner Meeting
Brain C. Sparks |
| May 8, 2018 |
Toto: We're not in Kansas Anymore!
Susan F. Mcphail-Taylor, MHA, BSN, RN, iRNPA |
| January 30, 2018 |
Understanding Social Security and Strategies for Clients
James P. Clemensen, CFP®, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC |
| December 5, 2017 |
Collaborative Law: The best way to resolve family disputes.
Panel Presentation |
| October 24, 2017 |
Estate Planning Council of Polk County Meeting
Circuit Court Judge John Stargel |
| August 24, 2017 |
Membership Kick-off and Networking Social
None |
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