CANCELLED - Estate Planning Roundtable Discussion

Date: Monday, March 23, 2020
Time: 11:30am - 1:00pm
Location: Ruth Eckerd Hall

The health and well-being of our Pinellas County Estate Planning Council members is of paramount importance to our Board. Along with many others, we’ve been closely monitoring the developments of COVID-19. As a necessary precaution, we are cancelling our March 23rd Council meeting.

We value your membership and your understanding.

Board of Directors, Pinellas County Estate Planning Council

Join PCEPC for our first Estate Planning Roundtable Discussion!  PCEPC Board members will facilitate an interactive session exploring recent trends in the estate planning and related fields. 

Members will have the opportunity to meet each other, learn more about our respective areas of practice, and discuss issues we are seeing within our own field of expertise.  Facilitators at each table will lead interactive discussions to encourage members to get to know one another better, while sharing insights from experts in complementary fields. 

Topics covered will include:

  • IRA planning after the SECURE Act
  • Market Volatility and the Coronavirus
  • Practice Management and Cybersecurity Issues
  • Charitable Giving – New Planning Opportunities
  • Elder Financial Abuse and Resources for Planning for Aging Adults
  • Planning with Insurance
  • CPA perspective on recent Tax Updates
  • Tips for Updating Stale Estate Plans
  • Income tax planning as the new Estate Planning
  • And more!

All members are encouraged to bring their own questions and practice issues to discuss – this will be a chance for all of us to learn more about one other and create an even more robust referral network! 

The luncheon meeting will be held at Ruth Eckerd Hall, Margarete Heye Great Room located at 1111 McMullen Booth Road, Clearwater 33759. The meeting will begin promptly at Noon with the opportunity to network at 11:30 a.m.


Meeting Location:

Ruth Eckerd Hall ~ Margarete Heye Great Room DIRECTIONS

1111 N. McMullen Booth Road
Clearwater, FL 33759

Advance reservations are required.

Members - FREE (Included in Annual Dues)

Potential Members - FREE (1st Time Guests that are potential members)

Guests - $25.00


Don’t forget that our “20 for 2020” Drive is gearing up now!  Every month we will be giving a “door prize” to the member who brings the most guests, with the goal of encouraging new members to join our great council at a discounted price for the first year.  The member who introduces the most NEW members at the end of the year will win a $100 gift card and will receive a year of FREE MEMBERSHIP for the following year.  Watch for updates at our monthly meetings. 

See Upcoming Event Calendar