ESTATE PLANNING COUNCIL OF CLEVELAND

September 22, 2021

The council board is very excited to present you with the sponsorship package for review.  I hope that you will evaluate the information and select a level of support that is appropriate to you and/or your firm.

We are very excited to continue with great sponsorship opportunities for the 2021-2022 season!

This sponsorship program is designed to assist the council in providing valuable member benefits, strong educational events and services to you – our member.  The funds generated help to keep dues low and provide the outstanding programming that EPC is known for across the country!  The Estate Planning Council of Cleveland board of directors remains on the cutting-edge of the estate planning council movement and will remain there with your support. 

Your participation is designed to benefit the Estate Planning Council of Cleveland as described above.  It is not an endorsement of a specific speaker and your sponsorship does not offer the opportunity to provide a speaker for the event of your choice.  Please be aware that the sponsorship opportunities such as our monthly lunches may be secured before the designated speaker is identified.  As a result, there may be a time when a presenter at one of these events works for a firm or organization that competes directly or indirectly with the sponsoring firm.  We have tried very hard in the past to avoid that circumstance, and will continue to do so going forward.  However, in some instances it may not be feasible to prevent it completely.  We hope you understand. 

I would like to thank those sponsors that participated during the 2020-21 season.  They are:

AB Bernstein
BNY Mellon Wealth Management
Eisner Gohn Group
Fifth Third Private Bank
Glenmede
HW & Co.
Jewish Federation of Cleveland
Pease and Associates
Schneider Smeltz Spieth Bell
Sequoia Financial Group
University Hospitals
Walden Wealth Partners
Zinner & Co.

Please review the sponsorship package and call or email Lauren Smigelski at the council office if you have any questions or would like to confirm your sponsorship today!

David Rubis, CPFA, AIF®
Chair, Sponsorship Committee

Non-members are asked to email admin@epccleveland.org with a request to be added to the distribution list for the sponsorship email.