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Annual Meeting & Wine Dinner 2024

  • Tuesday, May 07, 2024
  • 6:00 PM - 9:30 PM
  • Michael's Wine Cellar

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Annual Meeting & Wine Dinner

It's time to WINE DOWN the season at a special year-end celebration.

The Southwest Florida Estate Planning Council looks forward to gathering at Michael's Wine Cellar to enjoy an exclusive wine dinner. This function will also serve as the organization's annual meeting as members vote on the incoming slate of officers for 2024-2025: 

President: Elizabeth Stephen, CFP®, CTFA
1st Vice President: Daniel Vigne, CFP®, CPWA
2nd Vice President: Heather Williams, CPA, CFP®
Secretary: Christopher “Chris” J. Fowler, JD
Treasurer: Will Rodriguez, CPA/ABV, CVA 

This is a MEMBERS ONLY event with a special invitation extended to members' spouses or significant others. (No business guests, please.) Compliments of the SWFEPC, no guest fee applies for spouses or significant others. We look forward to an evening of fellowship and networking, fine wines and creative cuisine.

Event Location:
Michael's Wine Cellar
1283 S. Tamiami Trail
Sarasota, FL 34239

Event Date: Tuesday, May 7, 2024

Event Time: 6:00-9:30 p.m. 

This event is currently sold out with a waitlist available. 

Annual Meeting Sponsored by the Sarasota Memorial Healthcare Foundation 




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

Email Us:
admin@swfepc.org

Address:
PO Box 2098
Sarasota, FL 34230