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The Estate Planning Council is looking forward to the 2024-2025 season (our 60th anniversary!) with great excitement. We want to thank you for your continued membership.

As you know, it is a challenge for our organization to cover all of the costs associated with attracting top quality programming, speakers, venue, and community involvement solely on general membership dues.

Sponsorships are a vital component to the budget and are crucial to the growth and overall health of our organization.

This year we are expanding options for your sponsorship support. When you become a Sponsor, you greatly contribute to the Council’s goal of increasing the quality of our programming.

Your sponsorship is an effective way to broaden your organization’s community presence at Council meetings, on our website, in our marketing materials and in our member directory. Our membership includes over 120 trusted advisors to the community’s wealthiest clients and philanthropic donors. Our members include highly sought-after professionals such as attorneys, trust officers, certified public accountants (CPAs), certified financial planners (CFPs), chartered life underwriters (CLUs), and charitable endowment executives.

We sincerely hope that you will increase your involvement with and support of the Council. Please check back soon to view the full list of this coming season's sponsorship opportunities and benefits. Please select a sponsorship level today and be sure to send your firm’s logo to me via email as soon as possible.

If you have any questions regarding sponsorship, feel free to email me at or call me at the office at 941-329-2655.

Thank you very much for your time and consideration.

Best Regards,

Heather Williams, CPA, CFP® 
Second Vice-President / Sponsorships
2024-2025 Season

Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:

PO Box 2098
Sarasota, FL 34230