Past Events

November 12, 2025 November Luncheon - Joint Event with Charlotte Community Foundation "Opportunities for Generosity: Leveraging Clients’ Special Circumstances"
Shari Fox w/ Fox Philanthropic Advisors
October 1, 2025 October Luncheon - Welcome Back
General Membership Meeting
May 7, 2025 May Luncheon - Jack O. Hackett II w/ FarrLaw
Jack O. Hacket II R/E Attorney with Farr Law Firm
April 2, 2025 April Luncheon
To be determined
March 5, 2025 March Luncheon - Divorce Facts and Fiction for Estate Planning
Attorney PJ Downyok w/ Downyok & Downyok, PA
February 5, 2025 February Luncheon - Everything You Wanted to Know About Estate Precious Metals & Jewelry
Eric Bretan w/ Next Gen Estates and Rick's Estate Jewelry
November 21, 2024 3rd Annual Charity Dart Tournament - Holiday Party
October 8, 2024 Side Event - Lunch and Learn at South Port Square
Vicki Borrone
October 2, 2024 October Luncheon - Business Valuations Update with Atticus Frank
Atticus Frank - Business Valuation Update For Estate Planners
August 7, 2024 August Luncheon - How to Give More Without Disinheriting Your Kids or Changing your Lifestyle
Chris Fehr
June 5, 2024 June Networking Luncheon - Corporate Transparency Act
Joe Cuffel - Attorney at Green, Schoenfeld & Kyle
May 1, 2024 May Luncheon - Legislative Update
Craig Trapani - SWFL Regional Manager Florida CFO Jimmy Patronis
March 6, 2024 March Luncheon - General Membership Meeting
General Membership Meeting
October 10, 2023 October Luncheon - How to Handle Firearms in Estates
George Herl - Federal Firearms Dealer
September 21, 2023 2nd Annual Dart Tournament For Charity
September 12, 2023 September Luncheon - Golden Girls Solutions
Elle Ricards
August 8, 2023 August Luncheon - Representative from Clerk's Office
To be determined
June 13, 2023 June Luncheon Virtual “Multi-Disciplinary Teaming – A Best Practices Approach.”
Jordon N. Rosen, CPA, MST, AEP®
May 9, 2023 May Luncheon - Sherrif Deputy
Sherrif Deputy Christopher Farley
April 11, 2023 April Luncheon - Charlotte Community Foundation
Justin Brand
March 23, 2023 Dart Tournament For Charity
September 13, 2022 September Luncheon
Social Event
July 12, 2022 July Luncheon
Robin Vazquez
May 10, 2022 May Luncheon - Long-Term Care
Olga Strelkov
March 8, 2022 Social At Burger Bar
February 8, 2022 February Luncheon
Brian Hess - Executive Director at South Port Square
December 7, 2021 Holiday Social
October 12, 2021 Planning for Long Term Care
Olga Strelkov, ChSNC®, CLTC®
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
SHANE WESTHOELTER, AEP®, CLU®, LUTCF
January 25, 2018 CEPC / CCF Luncheon
SHANE WESTHOELTER, AEP®, CLU®, LUTCF
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