ESTATE PLANNING COUNCIL OF ST. LOUIS

6-17-24

Dear Members,

As we approach our upcoming season and membership renewal, we're thrilled to share some updates and exciting opportunities with you.

Enhanced Educational and Networking Experiences:

• Our popular monthly speaker series kicks off September 9th. This season’s lineup features industry leaders like Larry Brody, Jere Doyle, Andy Katzenstein, Bob Keebler, Jeffrey Levine, and more – all events held conveniently at the Saint Louis Club.
• New this season: member-hosted educational and social events. Share your expertise and network with colleagues by hosting and attending member-exclusive sessions.

Strengthened Sponsorship Program:

• Thank you to our valued corporate sponsors: BUI and FORVIS
• This support helps us secure the council's future and bring even more benefits to members.
• Explore our sponsorship opportunities – contact us to learn more!

Opportunities to Get Involved:

We seek dedicated volunteers to join our board committees:

• Membership, Sponsorships, Communications, Annual Outing, Welcome Committee, Young Professionals

The Estate Planning Council of St. Louis is committed to supporting the team-based approach to estate planning. Through valuable resources, connections, and partnerships with our sponsors, we empower our members to deliver improved outcomes to their clients and grow their practice.

I feel fortunate to be joined by a great Board of Directors. Thanks to them for their service along with our past Presidents and our dedicated Executive Committee: Paul Truber (UHY), Rene Morency (Attorney at Law), and Kelley Manchester (Northern Trust).

We appreciate your continued membership and your ideas for the future of our Council. Please renew today and stay connected to our thriving estate planning community.

Sincerely,

Elliot Dole 

President

Estate Planning Council of St. Louis

Buckingham Strategic Wealth

​Thank you, Annual Sponsors! 

Gold Level 

Silver Level