Sponsor Opportunities
August 2024
Dear Estate Planning Council of Cleveland Members and Friends:
The council board is very excited to present you with this 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 2024-2025 season!
This sponsorship program is designed to assist the council in providing valuable member benefits, strong educational events, and services to you – our members. The funds generated help to 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 programs 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 2023-24 season. They are:
Akron Children's Hospital
BNY Mellon Wealth Management
Careplan Care Managers
Clearstead
Cleveland Clinic
Fairport Wealth
Fairway Wealth Management
Fifth Third Private Bank
Hahn Loeser & Parks LLP
Huntington Private Bank
HW&Co., CPAs & Advisors
Jewish Federation of Cleveland
PNC Private Bank
Stout
The Cleveland Foundation
Wellspring Financial Advisors, LLC
Please review this information and call or email Lauren Smigelski at the council office if you have any questions or would like to confirm your sponsorship today!
Warmly,
Julie Weagraff
Chair, Marketing Committee
Non-members are asked to email admin@epccleveland.org with a request to be added to the distribution list for the sponsorship email.
