ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA

ANNUAL LUNCHEON MEETING

COUNCIL ANNUAL UPDATE
EDUCATIONAL PROGRAM TOPIC:

The Power of Using Visuals to Deliver Effective Wealth Management Advice
&
Advanced Education Planning

SPEAKER
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax

TIME
11:30am - 3:00pm
LOCATION
UNF Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL  32224

Continuing Education:
Applied for credits for the following designations:
CLE, CFP®, FL Insurance, CTFA, CPE for CPAs, CLU®, ChFC®.

Members attend free with registration. 
Guest cost is $50 per person (includes lunch and 3 hours of CE). 
Online registration and advanced payment online is required.

AFTERNOON-EVENING SOCIAL EVENT
LOCATION
The YARDS
254 Alta Drive
Ponte Vedra Beach, FL  32082

Sponsor Participation Levels
Event Sponsor (Limited to 2) $2,000 include
• 4 Golfers
• Logo on Displays
• Tent/Table space available
• 6 signs throughout event area

Putting Contest Sponsor $1,000 include
• 2 Golfers
• Logo on Displays
• Sign on Hole

Pickleball Sponsor $1,000 include
• 2 Pickleball players
• Logo on Displays
• Sign at courts

Beverage Sponsor (Limited to 4) $500 include
• Logo on Displays
• Drink tickets to distribute
• Sign at Bar

Food Truck Sponsor (Limited to 2) $500 include
• 2 Signs at Food Truck
• Logo on Displays

Corn Hole Sponsor $250 include 
• Sign at Corn Hole
• Logo on Displays

Hole Sponsor (Limited to 9) $250
• Sign on Hole
• Logo on Displays

Event Chairman: Reid Hartsfield, email reid.hartsfield@td.com or 904-710-2919 (call/text)
Council office: Cherri Ohmer, email NEFepc@gmail.com or 904-626-6282 (call/text)

*Be sure to enter your preferred golf pairing in the "Special Request" area below.

Click here to download or print the flyer.  Please utilize the flyer to make  your selection and consider making payment by check, mailed to the Council office.