21-22 President's Letter

Dear Greater Boca Raton Estate Planning Council (GBREPC) members, prospective members and, estate planning professionals in the South Florida community:

It is my honor and privilege to serve as GBREPC President for the 2021/22 Council season.  The Council was formed in 1984 with the late Craig Donoff as it’s first President.  Since then, 34 additional members have served as President with Paul Roman having served two terms.

As we continue the journey through our 37th season, the Council, through it’s Board of Directors and Committees, upholds the mission and tradition of delivering high quality programs, events and benefits to members.  This season has been challenged with having to carry out the GBREPC mission in a constantly changing health and safety environment.  The Board and the GBREPC members have stepped up though and have continued to deliver and participate in a robust programming and event calendar with virtual and in-person educational and social/networking offerings.

New benefits such as complimentary registration to the annual NAEPC Conference (virtual this past year) and a complimentary subscription to the Leimberg Information Services, Inc. (LISI) were made available to members this season.  Five live technical seminars (2 virtual and 3 dinner presentations) have also been part of our programming mix.  In addition, one virtual (Chocolate Tasting) and one in-person (Holiday Mixer) social event have already been held with an End of The Year Social currently being planned.

The tradition of bringing estate planning professionals in our community together to collaborate and keep their skills sharp is alive and strong at the GBREPC!  I thank the 2021/22 Board of Directors for their dedication and hard work and also thank our members for their ongoing participation and support.

If you are not a current member of the GBREPC we invite and encourage you to renew or apply as a new member.  A collaborative approach to delivering estate planning services is our hallmark and I hope that you come aboard and get to know and work with your fellow estate planning professionals in our community.

 

Humbly serving,

 

John W. Clidas

President, 2021/22

Greater Boca Raton Estate Planning Council

 

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Introducing The Greater Boca Raton Estate Planning Council Digital Member Directory!

The Council is proud to announce the publication of the second annual GBREPC Digital Member DirectoryClick Here for the 2021 - 2022 Season Digital Member Directory. 

All current members: If you have not had a chance to submit a biography page for the directory, please consider filling out a biography form by clicking this Link. 

 

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Greater Boca Raton Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.