President's Letter

October 19, 2018

Dear Indian River Estate Planning Council Members:

We are excited to announce that the Calendar of Events and Sponsors are set or this fiscal year. I you would like more information on how to be involved next year, please let us know.

Sponsors. The following sponsors have generously agreed to contribute to the ensuring we have a full set of great speakers and event lined up. We appreciate their continued support to our council and our professional community.

❖ Gould Cooksey Fennell – November 1, 2018 Sponsor
❖ PNC Wealth Management – January 10, 2019 Sponsor
❖ Wilmington Trust – February 28, 2019 Sponsor

Calendar of Events. Our meeting location for this year will once again be the Quail Valley Boathouse on A1A in Vero Beach. The meeting format is the same as last year: Cocktails begin at 5:15 p.m., followed by dinner at 6:00 p.m. The speaker will begin around 6:30 p.m. and finish up by 7:00 p.m. or so. Meeting dates and speakers are attached; please be sure to put these dates on your calendar.

Blanche Necessary, our Membership Coordinator, will send you a reminder prior to each meeting. Please promptly RSVP to her at so we can timely advise Quail Valley of the number of meals that will need to be prepared or each meeting. Please note that Quail charges us or the dinner even if you don’t show up. If you confirmed your attendance and then have to cancel, please let Blanche know ASAP.

Membership Application. Please find the application at if you have not already completed.

If you have questions, please email me at You may also visit our website at for future updates regarding member meetings and events.


William F. Schlitt, CPA President