MEMBER & BOARD MEETING
Date: Tuesday, October 18, 2011
Time: 5:45 PM - 8:00 PM
Location: NEW HAVEN LAWN CLUB
Speaker: Amelia Renkert-Thomas
CONNECTICUT ESTATE & TAX PLANNING COUNCIL, INC.
TUESDAY, OCTOBER 18, 2011 NETWORKING & CASH BAR at 5:45 pm DINNER & PROGRAM at 6:45 pm at The New Haven Lawn Club, 193 Whitney Ave, New Haven, CT 06511
Please join us for what will be a timely and important discussion of:
Our evening’s speaker will be Amelia Renkert-Thomas who will discuss business succession planning and family law.
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Amelia Renkert-Thomas, President of Fisher•Renkert LLC, brings more than 20 years of experience working with multi-generational family groups, both as a family business owner/manager and as a practicing lawyer.
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A proven family business leader: Amelia ran her family's 5th generation manufacturing company for 13 years, 10 as President, managing two generational transition processes. She currently serves on the board of directors of her family's business and has served on a variety of advisory boards to other family businesses as well.
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An experienced legal planner: A former partner of Withers Bergman LLP, an international private client law firm, and now of counsel to the firm, Amelia has extensive knowledge of sophisticated estate and transfer tax planning strategies and experience designing and implementing complex estate plans and asset holding structures for global business and financial families. Amelia has managed the day-to-day operations of a "virtual" family office and has served on the advisory boards of multi-family offices
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Please join us for what will be a highly informative and enjoyable evening – we look forward to seeing
you there!
President Vice President Treasurer Secretary
Pamela J. Detoro, CTFA Michael J. Reardon, Esq. Nancy M. Vendetti, TEP G. Gray Horn, CTFA
Immediate Past President, Teresa J. Reichert, Esq. ♦ Board Members, John H. Driscoll, Jr. ,JD, LLM, CFP® ♦ Ann Merriam Feinberg, JD Peter J. Decker ♦ William Fairchild, CFP ♦ Stacie Weiner CFA ♦ H. Michael Keden CTFA
Joan Hemperly, Executive Director // 419 Downs Road, Bethany, CT 06524 203-393-2267 cetpc@snet.net
CONNECTICUT ESTATE & TAX PLANNING COUNCIL, INC.
PLEASE COMPLETE THE FOLLOWING INFORMATION BELOW AND RETURN TO:
Mrs. Joan Hemperly
Executive Director, Connecticut Estate & Tax Planning Council, Inc.
419 Downs Road
Bethany, CT 06524
203 393 2267
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DEADLINE: OCTOBER 17, 2011
I will attend the Meeting. ________________
I will bring_____ guests.
Name of Guest__________________________________
Please enclose $35.00 per Guest. (Non-Refundable)
DINNER CHOICE: Sea Scallops _________
Breast of Chicken _________
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PRINT MEMBERS NAME
CONNECTICUT ESTATE & TAX PLANNING COUNCIL, INC.
September 12, 2011
Dear Member:
At the fall Meeting of the Council, scheduled for Tuesday, October 18, 2011 the Nominating Committee will present the following slate of Officers and Directors to serve during the coming year.
Michael Reardon Esq., President
Nancy Vendetti TEP, Vice President
G. Gray Horn CTFA, Treasurer
William Fairchild CFP, Secretary
In addition, we file the following as our nominees to the Board of Directors:
Barry Fischman CPA (2013)
Helene Robbin (2013)
James Puzzo (2014)
Ingi-Mai Loorand Esq. (2014)
Article VII of the Council’s By-Laws provides that members by notice in writing filed with the secretary at least five days before the date of the Annual Meeting, may nominate candidates for Officers of the Council and members-at-large to the Board of Directors.
President Vice President Treasurer Secretary
Pamela J. Detoro, CTFA Michael J. Reardon, Esq. Nancy M. Vendetti, TEP G. Gray Horn, CTFA
Immediate Past President, Teresa J. Reichert, Esq. ♦ Board Members, John H. Driscoll, Jr. ,JD, LLM, CFP® ♦ Ann Merriam Feinberg, JD
Peter J. Decker ♦ William Fairchild, CFP ♦ Stacie Weiner CFA ♦ H. Michael Keden CTFA
Joan Hemperly, Executive Director // 419 Downs Road, Bethany, CT 06524 203-393-2267 cetpc@snet.net