Estate Planning Council of Naples

10/04/2024

Succes for our 33rd Annual Success Event today! Thank you to our Sponsors: MaxWealth Management abd HBK CPAs & Consultants HBKS Wealth Advisors. Sam Donaldson updating the attendees on the Washington Updates were both informative and interesting.

09/12/2024

Great September meeting with David York.

09/12/2024

September speaker meeting was a huge success with David York as the speaker and a full house of members and guests. Next meeting is our Annual Success Event with Sam Donaldson as guest speaker. Register at epcofnaples.org so you don’t miss the Washington Updates and option to enjoy our Golf outing after. 4 options and sponsorships available.

The Estate Planning Council of Naples, Inc. is a local organization in Naples, FL of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in....

10/07/2023

The 32nd Annual Success Event 2023 was a huge Success. Many gathered to hear speaker Mark Parthemer discuss Hot Topics in estate planning today. Congratulations to the winning foursome in the golf tournament following the Success Event Seminar.

09/20/2023

32nd Annual Success Event of the EPC of Naples is open for registration. Please see the link or contact the administrator at [email protected].

You won't want to miss Mark Parthemer as he discusses the HOT TOPICS of Estate Planning.

Sponsorships are available.

Our speaker this year is Mr. Mark Parthemer, Chief Wealth Strategist and Regional Director of Florida l Managing Director, from Glenmede.  Mr. Parthemer is a nationally recognized speaker and frequently published author. He is frequently quoted on tax and estate planning matters in publications s...

05/10/2023

ATTENTION ALL MEMBERS:

Save the Dates for our upcoming meetings!

September 7, 2023 Luncheon with Bryan Clontz

October 6, 2023 Success Event with Mark Parthemer

November 16, 2023 Luncheon with Gary Forster

We have had some great meetings this year so far. Please join us!

05/04/2022

Congratulations to our current President, Robert (Bobby) Davis for completing his CFP Certification! Come to our May meeting to congratulate him in person. RSVP at www.epcofnaples.org

02/08/2022

12/29/2021

2022 Meeting Dates are Set. Visit www.epcofnaples.org to find out how to RSVP, Apply for membership and/or Pay your Annual Dues!

The Estate Planning Council of Naples, Inc. is a local organization in Naples, FL of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in....

11/03/2021

The 30th Annual Success Event was a great day with Jeremiah Doyle as our speaker and the golf tournement after. Please come to our November meeting for another informative and social time with the Estate Planning Council of Naples.

09/29/2021

Our first "in person" Speaker meeting was a great success as well as a wonderful opportunity to thank Curt Edwards for his service as President of the EPC of Naples for the 2020 year. Ryan Blauch, current President presented him with his MOVA Globe as a sign of appreciation.