2025 Annual Meeting & Dinner

The Southwest Florida Estate Planning Council is pleased to announce the return of a popular past tradition: our annual golf outing! We hope you'll be able to join us this year on the golf course at Palm Aire Country Club!

Annual Meeting & Dinner
Tuesday, May 20, 2025

5 p.m. - Check-In & Happy Hour
6 p.m. - Dinner and Program Begins 

Location: Palm Aire Country Club, 5601 Country Club Way Sarasota, FL 34243

Please join us for fellowship during a welcome reception and dinner including remarks from our sponsor Sarasota Memorial Healthcare Founcation, and the formal seating of our 2025-2026 Board of Directors:

President: Daniel Vigne, CFP®, CPWA

1st Vice President: Heather Williams, CPA, CFP®
2nd Vice President: Christopher “Chris” J. Fowler, JD
Secretary: Will Rodriguez, CPA/ABV, CVA
Treasurer: Our newest board member will be announced soon!

This is a MEMBERS ONLY dinner with a special invitation extended exclusively to members' spouses or significant others. (No business guests, please.) Compliments of the SWFEPC, no guest fee applies for spouses or significant others. However, all reservations must be finalized one week prior to the dinner. Please note that registered attendees who do not attend will be billed.

We look forward to celebrating with you as we conclude the Southwest Florida Estate Planning Council's 60th season! 

Do you plan to golf prior to the Annual Meeting & Dinner? Please be sure to complete your separate registration which is required for the 2025 Golf Outing. Click here for details.

Annual Meeting Sponsored by the Sarasota Memorial Healthcare Foundation