Southwest Florida Estate Planning Council
2024-2025 Season
Annual Meeting & Dinner
Tuesday, May 20, 2025
5 p.m. - Check-In & Happy Hour
6 p.m. - Dinner and Program Begins
Location: Palm Aire Country Club, 5601 Country Club Way Sarasota, FL 34243
Please join us for fellowship during a welcome reception and dinner including remarks from our sponsor Sarasota Memorial Healthcare Founcation, and the formal seating of our 2025-2026 Board of Directors:
President: Daniel Vigne, CFP®, CPWA
1st Vice President: Heather Williams, CPA, CFP®
2nd Vice President: Christopher “Chris” J. Fowler, JD
Secretary: Michael S. Orentlich, CFP®, CLU®, ChFC®, CASL®, CAP®, AEP®
Treasurer: Michelle Cross, CFP®, CPA, CDFA®
This is a MEMBERS-ONLY dinner with a special invitation extended exclusively to members' spouses or significant others. (No business guests, please.) Compliments of the SWFEPC, no guest fee applies for spouses or significant others. However, all reservations must be finalized the week prior to the dinner. Please note that registered attendees who do not attend will be billed.
We look forward to celebrating with you as we conclude the Southwest Florida Estate Planning Council's 60th season!
Do you plan to golf prior to the Annual Meeting & Dinner? Please be sure to complete your separate registration, which is required for the 2025 Golf Outing. Click here for details.
Annual Meeting Sponsored by the Sarasota Memorial Healthcare Foundation
