Presidents Letter

Thank you for the opportunity to serve as the 2023-2024 Charlotte Estate Planning Council President. It is an honor to serve an organization of like-minded professionals dedicated to providing the highest level of professionalism and service to our clients and community. As I mentioned at our annual meeting recently, I believe that our greatest strength is the interdisciplinary nature of our organization. I have been a member now for over 20 years and have learned much from my fellow members during this time. The diverse nature of our programing and membership coupled with the congeniality of our organization make it an ideal setting to grow and learn. I hope that all our members will take advantage of all that the Charlotte Estate Planning Council can offer to you personally and professionally. None of this would be possible without the support of our dedicated Annual Sponsors. We have been blessed by the consistent support of a group of wonderful sponsors. I hope that you will take the opportunity to thank them for their continuing support and to take advantage of their services for yourself and your clients when the opportunity presents itself.

We are planning an interesting and informative programming year. Please stay tuned for more information as the board puts the finishing touches on the plans for the year. We will also be continuing and expanding our Young Professionals group. This was a well-received initiative, and we hope to continue to grow and expand our outreach to the individuals who represent the future of our profession. Likewise, we will remain dedicated to increasing the diversity, equity and inclusion within our organization. If you know a young professional, I would encourage you to bring them to a meeting and let them know when we have a Young Professional’s event.

Finally, in closing I want to thank the board for all of their hard work and dedication to making our organization what it is today. They are an outstanding group of estate planning professionals and it is a privilege to work with them to provide our membership with high quality programming and warm camaraderie. I wish all of our members the very best and I look forward to seeing everyone at our upcoming meetings.

Sincerely,
Frank Robards, CFP, JD, MBA
2023-24 President 
Charlotte Estate Planning Council