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Tuesday, November 3, 2026

November Luncheon - Equity Trust (Physical R/E in IRAs and 1031 Exchanges)

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Charlotte Estate Planning Council

CHARLOTTE ESTATE PLANNING COUNCIL

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February Luncheon - Speaker to be determined.

Date: Tuesday, February 2, 2027
Time: 11:30am - 1:00pm
Location: Charlotte Community Foundation - 227 Sullivan St. Punta Gorda, FL
Speaker: TBD

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Please join us for pizza and networking from 11:30 to Noon, then a 30-45 min presentation afterwards. 

 

If you have any questions, please call Samuel Kiburz at 941-637-7748. 
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UPCOMING EVENTS

November 3, 2026

November Luncheon - Equity Trust (Physical R/E in IRAs and 1031 Exchanges)

See Event Details

December 1, 2026

December Luncheon - Kays-Ponger & Uselton Pre-Need Planning

Jeffrey Dickinson

See Event Details

January 5, 2027

January Luncheon - SandStar Homes (Home Design for Elderly)

Allison Fenn, Interior Designer

See Event Details

February 2, 2027

February Luncheon - Speaker to be determined.

TBD

See Event Details

See Full Calendar

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