President's Letter

August 19, 2019

Dear Indian River Estate Planning Council Members:

Welcome. We are currently accepting 2019-2020 registrations for returning members and welcome all new members.

Calendar of Events. Our meeting location for this year will once again be the Quail Valley Boathouse on A1A in Vero Beach. 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. Details on meeting dates and speakers will be sent out in early September. However, please mark Thursday, November 7, 2019 on your calendar for our first meeting.

Blanche Necessary, our Membership Coordinator, will send you a reminder prior to each meeting. Please promptly RSVP to her at bencssry@aol.com 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.

Sponsorship Opportunities. There are dinner sponsorship opportunities available. The cost is $1,250. Sponsors are listed on the website, recognized as a presenting sponsor the day of the event, and given the opportunity to talk about their firm prior to the speaker's address. If interested in sponsoring, please let me know.

Membership Application. Please find the application at www.irepc.org if you have not already completed and mail it to IREPC, P.O. Box 2098, Vero Beach, FL 32961-2098.

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


James A. Beindorf, CPA, CVA, CFF