ESTATE PLANNING COUNCIL OF ERIE

Dear Estate Planning Council Members,

We’re thrilled to announce an exciting joint event between our Estate Planning Council of Erie and The Erie Community Foundation featuring Bryan Clontz, one of the nation’s leading experts in charitable planning and complex giving strategies.

This collaboration was designed to bring an elevated educational experience to our members — one that provides deep, actionable insights into advanced charitable techniques and their role in comprehensive estate planning. Bryan’s expertise makes this a can’t-miss event for anyone working in philanthropy, tax, or wealth transfer planning.

???? Please RSVP by October 21st.

If you haven’t already received an invitation and would like to attend, please email mwojcik@eriecommunityfoundation.org to confirm your spot.

Finally, a huge thank you to McGill, Power, Bell & Associates for their generous sponsorship and continued support in helping make this event possible.

We look forward to seeing you there for what promises to be an outstanding evening of learning and connection.

As a friendly reminder, we will be having our Annual Board Meeting via Microsoft Teams on 10/21 @ 8:30am. The meeting link will be sent in the coming days.                                                                                                              

Warm regards,

Estate Planning Council of Erie