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Tuesday, June 13, 2023

June Luncheon Virtual “Multi-Disciplinary Teaming – A Best Practices Approach.”

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Charlotte Estate Planning Council

CHARLOTTE ESTATE PLANNING COUNCIL

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Leadership

President/Board of Directors

Suzanne Herron
Charlotte Community Foundation
(941) 637-0077
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President Elect/Vice President

Jeana Schmidt, MBA
American Cancer Society
9413283762
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Secretary

Samuel A. Kiburz
Crews Bank & Trust
19412355164
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Past President

Jason Monroe
Estate & Guardianship Management Services Inc.
941-743-4151
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Board Member

Justin Brand
Charlotte Community Foundation
9416370077
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UPCOMING EVENTS

June 13, 2023

June Luncheon Virtual “Multi-Disciplinary Teaming – A Best Practices Approach.”

Jordon N. Rosen, CPA, MST, AEP®

See Event Details

October 10, 2023

October Luncheon - How to Handle Firearms in Estates

George Herl - Federal Firearms Dealer

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

  • For the Public
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  • Guide To Teaming

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