Past Events

June 8, 2021 June Luncheon
Lawrence J. Macklin, Esq., CPA, AEP
April 20, 2021 April Luncheon - Frauds/Scams and How to Protect Yourself
Ivon Perez-Suarez from the Florida Department of Agriculture and Consumer Services Division
February 9, 2021 February Luncheon
Jonathan T. Baker - Mizell & Mays Law Firm, P.A.
November 10, 2020 November Luncheon - Insight and updates from the Clerk's Office
Stacey Mininsohn
September 8, 2020 Navigating the Current Charitable Planning Landscape: A View from the Inside
Ginger Mlakar, Esq.
July 14, 2020 July Luncheon - Business in Charlotte County
Teri Ashley - Executive Director of the Charlotte County Chamber of Commerce
May 12, 2020 State of the Markets
Samuel Kiburz, VP, Charlotte State Bank & Trust
March 10, 2020 March Luncheon
Forrest J. Bass - Farr Law Firm
January 14, 2020 January Luncheon
Jonathan T. Baker - Mizell & Mays Law Firm, P.A.
November 12, 2019 November Luncheon
Mark Kays - Kays-Ponger & Uselton Funeral Home
September 26, 2019 CEPC September Social
September 10, 2019 September Luncheon
Marilyn Gregory, SHINE Program
May 14, 2019 May Luncheon
Florrie Willis, Lincoln Financial
March 13, 2019 NAEPC Webinar: Business Clients Succession Planning
Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM
March 12, 2019 March Luncheon
Kenneth E. Kemp, II
January 8, 2019 January Luncheon
Peter M. Knize, J.D., LL.M. and Jonathan T. Baker, Esq.
November 13, 2018 November Luncheon
David Holmes, Esq.
October 10, 2018 October Fall Social
No Speakers - JUST FUN!
September 11, 2018 September Luncheon
November Education Ballot Initiative
July 10, 2018 July Luncheon - Disaster Preparedness!
Gerald S. Mallet, Director, Charlotte County Emergency Management
May 8, 2018 May Luncheon
Betsy McMillan, CPA, Webb, Lorah & McMillan, PLLC
March 13, 2018 March Luncheon
General Magistrate Robert F. Koch, 20th Judicial Circuit and Dee Hawkins from Charlotte County Fire and EMS
February 8, 2018 Winter Sipping & Sampling Social (CANCELLED)
January 25, 2018 January Breakfast Seminar
January 25, 2018 CEPC / CCF Luncheon
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