2019-2020 Annual Meeting
Date: Tuesday, May 5, 2020
Time: 5:30pm - 8:00pm
Location: Cancelled
Dear Friends and Colleagues:
In these unprecedented times, we are heeding the cautions and following all guidelines from local authorities, the CDC and the Virginia Department of Health. We are cancelling the May 5th, Annual meeting of the Estate Planning Council of Richmond. We thought it prudent to support our community in this time of need and have given $2,000 that would have gone to pay for the May dinner, to the Central Virginia COVID-19 Response Fund administered by the Community Foundation, on behalf of the Estate Planning Council membership. Please stay healthy and safe during this time.
While we will not be together on the 5th, I would like to share we had a year filled with interesting speakers. In the fall, from Colin Clark talking about trends with Art and Collectibles; to Brian Ford, discussing ways to generate income during retirement. In January, Jenny Connors helped us to understand Qualified Opportunity Zone incentives and who should use them. And we ended the year with Jason Kamras, Superintendent of Richmond Public Schools, whose stories were inspiring and his care for the children and families of Richmond was very clear in his remarks.
Once Social Distancing is lifted, the Executive Committee will get together and finalize the 2020-21 schedule and speakers.
Without objection by May 5th, the Board is elected by the membership as follows:
Tim Guare, President
tguare@guarelaw.com
Brian Ford, VP, Programs,
brian.ford@rbc.com
Molly Dean Bittner, Treasurer
mdbittner@cfrichmond.com
Frances Goldman, Secretary
fgoldman@taxcomplex.com
John Duni, Membership chair
john.duni@vamllc.com
Bryan Stark, Membership
bstark@tcvwealth.com
Joelle Cosby, Immediate Past President
joelle.cosby@bofa.com
Jill Wood, Administrative Assistant
Please contact any of the Board Members with questions, comments, feedback, and suggestions for improving the Estate Planning Council of Richmond.
On behalf of the Officers and Board of Directors, we look forward to seeing you at Willow Oaks Country Club in October.
The Estate Planning Council of Richmond VA
