President's Message

Dear Estate Planning Council Members, Sponsors, and Guests:

I am delighted to start the new 2020-2021 council season serving as your president.  Over the past few months we have faced a lot of changes in our daily lives; most continue to work mainly remotely, run businesses and households from the dining room table, serve as child, parent and pet sitter, all the while still being available to our clients and colleagues.  Patience and flexibility is the motto for at home and at work as we navigate these times and it is also our motto at the council.


 

The board and I are working on ways to continue to provide value to our members through continuing education, building your network, and getting our Estate Planning Community together.  As many of us continue to work remotely, we will look for ways to hold presentations, provide community outreach, and promote your services.  Your health and wellness is of outmost importance to us and we will keep you abreast of adjustments that will need to be made to our activities.

As proud members of the NAEPC we are able to extend to you, our members with access to "How I'm Changing My Practice and Client Meetings to Address the Coronavirus" with Jonathan G. Blattmachr, Esq., AEP® (Distinguished), Mitchell Gans, JD, Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) & Paul Gentile of LogMeIn, Inc. This is a one-hour webinar that is graciously offered on a complimentary basis by Stephan R. Leimberg, JD, AEP® (Distinguished) and Leimberg Information Services, Inc. (LISI).  The speakers share how their practices have changed to accommodate homebound clients and share their reviews on technology-based services that can be helpful while working remotely. Access this complimentary on-demand program and download handouts.

We are deeply grateful for your continued support and we look forward to the 2020-2021 season.

Wishing you and yours health, happiness and success,

 

Diana C. Verity CFP
President-Elect, Estate Planning Council of Broward County, Inc.

PNC Wealth Management
200 East Broward Boulevard, 9th Floor Suite 920, Fort Lauderdale, FL 33301
Email: diana.verity@pnc.com
Phone: (954) 745-4350