Calendar of Events 2021-2022

Thursday, October 14, 2021 5:15 – 7:00 pm

Our Guest Speaker is one of IREPC's finest Anthony P. Guettler. Anthony is partner with the law firm of Gould Cooksey Fennell and is a co-chair of its Estate Planning and Tax Group. Mr. Guettler is Board Certified as a Specialist in Wills, Trusts and Estates and he focuses on estate planning and estate administration for high net worth individuals.

Anthony will speak on Florida's New Community Property Trust Act.

Thank you to our Social Hour Sponsor: Gould Cooksey Fennell

Thursday, February 3, 2022 5:15 – 7:00 pm

SpeakerPierre Vogelbacher, J.D., LL.M., Wealth Strategy Regional Manager for the Mid-Atlantic/Southeast (MASE) and Florida regions, PNC Private Bank.

Topic - Tax Planning Strategies for 2022

Social Hour Sponsor: PNC Bank, N.A.

Thursday, March 3, 2022 5:15 – 7:00 pm

SpeakerAndrew Opdyke, CFA, First Trust Advisors. Andrew is an Economist and a member of the First Trust Economics Team that Bloomberg ranked as one of the top forecasters of the U.S. economy over the past several years.

Andrew received an MBA from Northwestern University's Kellogg Graduate School of Management and a BA in Business and Economics from Hope College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago.

Bio - Opdyke-Andrew.pdf

Topic – Re-Entry: The U.S. Economic and Market Outlook for 2022

Social Hour Sponsor: Cypress Bank & Trust

Thursday, May 19, 2022 5:15 - 7:00 pm

Indian River Estate Planning Council and Planned Giving Council of Indian River Joint Council Meeting

SpeakerJeffrey R. Pickering, President and CEO, Indian River Community Foundation

Topic – An Insider's Perspective on Community Needs and the Collective Impact of Data-Driven Philanthropy in Indian River County

Social Hour Sponsors - Indian River Community Foundation and Cypress Bank & Trust