ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA

November 10, 2026

Turns in the Road

Paul Peterson, VP First Trust

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December 8, 2026

Current Topics in Tax & Estate Planning Panel

A Panel Discussion Featuring Area Professionals
Toys for Tots Toy Drive

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January 26, 2027

Estate Planning for Different Cultures

Kit Mac Nee, CFP®, CRPC®, AEP®

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February 16, 2027

Creative Charitable Planning with Noncash Assets

Bryan K. Clontz, Ph.D., CFP®, CLU®, ChFC®, CAP®, RICP®, CBP, ChSNC®, CEPA®, AEP®Distinguished

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