Council Information (COVID-19 Updates)

April 14, 2020 

Update on EPC Cleveland events - cancelled through 5/31/2020‚Äč

Dear EPC Cleveland Members and Friends:

The Estate Planning Council of Cleveland continues to monitor the public health response to and guidance about the coronavirus disease 2019 (COVID-19). The board of directors, in cooperation with our staff team, is following appropriate state and national guidance about managing business events.

Due to restrictions on large gatherings, stay at home orders, and the closures of our upcoming meeting venues, EPC Cleveland will suspend all in person events through at least May 31, 2020. The following events have been cancelled:

  • Wednesday, April 29, 2020: East Side Breakfast*
  • Tuesday, May 12, 2020: Annual Joint Luncheon with Tax Club*
  • Thursday, May 21, 2020: Membership Meet-Up

*We will do our best to reschedule the speakers who were planning to present at these upcoming events and appreciate the flexibility and understanding.

We are still accessing the likelihood that we will host our Annual Meeting and Awards Luncheon currently scheduled for June 9, 2020. We hope to have an update to you about this event as soon as we’re able. The board is also discussing virtual options and we will send information as it becomes available.

Please contact EPC Cleveland chapter administrator, Lauren Smigelski, via email at admin@epccleveland.org with questions. The health and safety of all those in the EPC Cleveland community is very important to us and we wish you continued health and wellness in the coming months.

Thank you,
EPC Cleveland Board of Directors


March 16, 2020

COVID-19 and EPC Cleveland

Dear EPC Cleveland Members and Friends:

The Estate Planning Council of Cleveland continues to monitor the public health response to and guidance about the coronavirus disease 2019 (COVID-19). The board of directors, in cooperation with our staff team, is following appropriate state and national guidance about managing business events.

As Governor DeWine announced on March 12, 2020, all events larger than 100 are banned and, on recent recommendation from the Centers for Disease Control, events larger than 50 should be cancelled or postponed.

Due to this, EPC Cleveland will suspend all in person events through at least April 30, 2020. The following events have been cancelled:

  • Thursday, March 19, 2020: Membership Meet-Up
  • Tuesday, April 14, 2020: Luncheon*
  • Wednesday, April 29, 2020: East Side Breakfast*

*We will do our best to reschedule the speakers who were planning to present at these upcoming events and appreciate the flexibility and understanding.

Please contact EPC Cleveland chapter administrator, Lauren Smigelski, at 216-696-1228 or via email at admin@epccleveland.org with questions.

The health and safety of all those in the EPC Cleveland community is very important to us and we wish you continued health and wellness in the coming months.

Thank you,
FPA NEO Board of Directors

March 12, 2020

Dear EPC Cleveland Members and Friends:

The Estate Planning Council of Cleveland (EPC Cleveland) is monitoring the public health response to and guidance about the coronavirus disease 2019 (COVID-19).   The board of directors, in cooperation with our staff team, is following appropriate state and national guidance about managing business events, which includes information from the Centers for Disease Control (CDC), World Health Organization, U.S. State Department, etc.

At this time, we plan to continue hosting our events as planned, but retain the right to cancel any events or meetings if doing so is in the best interest of the health of the attendees/members.

It is recommended that all event attendees follow their respective national health agency travel guidance, as well as personal preference.  If an event or conference cancellation is warranted, we will communicate this cancellation via email to registered members and guests and place notice on the association’s website.  Please make sure that your contact information, and that of your guests, is current with our staff office.

In addition, we recommend the following practices while together at meetings and events:

  • Limit or refrain from shaking hands
  • Frequently and thoroughly wash hands with soap or alcohol-based sanitizer
  • Cover mouth and nose with your bent elbow or a tissue when coughing, sneezing/etc.
  • Avoid touching eyes, nose, and mouth
  • Avoid close contact with anyone showing symptoms of respiratory illness
  • Stay home and/or refrain from travel if you don’t feel well

We welcome your questions and encourage you to reach out to me or our staff team. Your patience and flexibility during this unprecedented time is appreciated.

Sincerely,
Peter Balunek
EPC Cleveland President
peter@fallsadvisorygroup.com


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About the Estate Planning Council of Cleveland: 

The Estate Planning Council was founded in the 1930's to provide educational support for estate planning professionals. The membership, which has grown to over 400 members, makes Cleveland the sixth largest council affiliated with the National Association of Estate Planners & Councils. Our membership is comprised of attorneys, accountants and professionals from the banking, financial services, and nonprofit communities 

The Council meets on the second Tuesday of the month from September through June and guests are always welcome. The speakers discuss recent estate planning developments or issues of importance for the various estate planning disciplines.
 
The Council offers two annual awards:
 
Distinguished Estate Planner  -  read more here.
Exceptional Service - read more here.

For a list of past Distinguished Estate Planner and Exceptional Service Award recipients, please visit the "Member Directory" page of this website.
 
The Council publishes an extensive estate planning supplement to Crain's Cleveland Business each November. Please contact the council office if are you interested in advertising or editorial space in this publication.
 
Please call our office at (216) 696-1228 with any questions.

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