P.O. Box 4274
Greenville, DE 19807
www.epcdelaware.org


2008-2009 President's Message:

Your officers and directors are off to an early start. With "all hands on deck" for an early June meeting of the 2008 - 2009 Board, we reviewed our finances and began to plan our meeting and speakers.

We encourage all members to invite their friends and colleagues to join our Estate Planning Council of Delaware to enjoy fellowship and educational opportunities. Our goal is to expand your exposure to estate planning topics to enhance your service to clients. The EPCDE is a great forum for making solid, professional connections that can help you when advising clients.

Your membership in EPCDE comes with access to Leimberg Services, another great resource for the estate planning profession. Be sure to check it out through our website.

I want to officially welcome Melissa Brooks, who begins her term as our new Executive Director. Melissa has a proven track record of assisting the Council, even before being officially installed. We look forward to a long relationship with Melissa as our Executive Director.

In order to provide you with the best programs and resources for the upcoming year, the Board has authorized a modest increase in annual dues to $300. Rule changes for this year are:

1. No "No Show Fee"
2. We will try a policy which allows a member, who has reserved a dinner and ultimately finds he/she cannot attend, to substitute another member or non-member.

We will evaluate the success of these changes next year.

Tony Jasienski serves as our Vice President and Program Chair for the upcoming year. I am sure Tony would be happy to hear from you with program and speaker suggestions. Contact him at ajasienski@bmtc.com.

Meeting Dates for 2008-2009:

Meeting 1:
Tuesday, October 7, 2008
Hotel DuPont
Dinner

Meeting 2:
Tuesday, November 18, 2008
Hotel DuPont
Dinner

Meeting 3:
Tuesday, February 3, 2009
Hotel DuPont
Dinner

Meeting 4:
Tuesday, March 17, 2009
Hotel DuPont
Dinner

Meeting 5:
Annual Meeting
Tuesday, May 26, 2009

Thank you all in advance for your participation in the Estate Planning Council of Delaware. It is members like you who make our Council successful.


Your Officers and Directors for 2008-2009:

OFFICERS:

President
Barry A. Crozier, CPA

Vice President
Anthony M. Jasienski

Secretary
Todd A. Flubacher, Esq.

Treasurer
Donald J. Bromley, CPA, CVA, MST

Past President
Michael A. Friedberg, Esq.


EXECUTIVE DIRECTOR:

Melissa Brooks
P.O. Box 4274
Greenville, DE 19807
admin@epcdelaware.org


BOARD OF DIRECTORS:

Donald J. Bromley, CPA, CVA, MST
Barry A. Crozier, CPA
Susan Fisher CPA, CTFA
Todd A. Flubacher, Esq.
Michael A. Friedberg, Esq.
Anthony Jasienski
Mary Hickok, Esq.
Mary Hopkins, Esq.
Bryan E.Keenan, Esq.
G. Ward Keever IV, CLU, ChFC
Cathleen McVeigh

COMMITTEE CHAIRS:

Membership Chairman: Cathleen McVeigh
Website Chairman: James W. Hayes, CFP, ChFC, AEP, CLU, CMFC
Sponsorship Chairman: Bryan Keenan
Social Chairperson: Susan Fisher

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