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Brevard County Estate Planning Council

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Upcoming events

    • 03/11/2025
    • 12:00 PM - 1:00 PM
    • River Rocks, 6485 South, US-1, Rockledge, FL 32955
    Register


    Lunch Meeting: Swing State: Themes and Opportunities 2025 with Charles Reinhardt

    Date/Time: Tuesday, March 11, 2025, 12:00 Noon

    Location:  River Rocks, 6485 South, US-1, Rockledge, FL 32955

    About Our Speaker:

    Charles Reinhardt, MSF, NREMT, is a Senior Investment Consultant and Principal serving in Mercer’s Not for Profit and Healthcare practices. Charles advises endowments, foundations, hospitals, and other organizations with assets ranging in size from a few million to several hundred billion in outsourced CIO and traditional consulting capacities. 

    Charles joined Mercer in 2024 through the acquisition of Vanguard Institutional Advisory Services, an institutional OCIO consulting arm of the Vanguard Group, focused on Endowment and Foundation clients. Prior to joining Vanguard in 2013, Charles trained and worked as an executive chef for several global hotel chains including Hilton International, Kempinski Hotels and Sofitel Hotels. Charles also worked as a foreign exchange (FX) spot dealer for Refco LLC.

    Charles received his bachelor's degree in Political Science from Kenyon College, a Grande Diplome in Culinary Arts from Le Cordon Bleu, and his Master’s of Science in Finance from the College for Financial Planning.

    Charles lives in Devon, Pennsylvania with his wife and grade-school son. He is serving a two-year term on the Easttown Citizens Advisory Council. He performs in several musical groups and is a volunteer EMT with the Berwyn Fire Company.


Past events

01/14/2025 Speaker Update: Estate Liquidation with GCB Estate Sales & Auctions
11/12/2024 Lunch Meeting: Opportunities Abound - Charitable Planning from the Perspective of Estate Planning Professionals
10/15/2024 Rescheduled: 2024-2025 Kick-off Social
05/14/2024 Dinner Meeting: Corporate Transparency Act
03/12/2024 Lunch Meeting: Direction Memo: The Importance of a Letter of Instructions in Modern Estate Planning
01/09/2024 Dinner Meeting: Cybersecurity with Dr. Yan Solihin
11/14/2023 Lunch Meeting: Alternative Dispute Resolution
09/19/2023 Kick-off Social
05/09/2023 Mid-year Economic Update
03/14/2023 Lunch Meeting: Fundamentals of Elder Law
01/10/2023 Dinner Meeting: Understanding Your Aging Client
11/08/2022 Lunch Meeting: 2022 Transfer of Wealth Study
10/11/2022 Kick-off Social
05/10/2022 Mid-Year 2022 Economic Update with Paul Peterson
03/08/2022 Work/Life Balance Post-pandemic
01/11/2022 How to Marry a Millionaire (And Where to Live While You’re Married)
11/09/2021 Blockchain Technology and Cryptocurrency (new)
10/12/2021 Get Out of Your Shell and Join Us at Green Turtle!
06/01/2021 Get Out of Your Shell and Join Us at Green Turtle!
05/11/2021 Mid-Year Economic Update with Paul Peterson
03/09/2021 Aging Services & Related Planning with Dr. Visa Srinivasan
01/12/2021 Divorce and Estate Implications with Adam M. Bird, WhiteBird Law
11/10/2020 SECURE Act and Tax Update
05/12/2020 Remote Notarization- Webinar
03/10/2020 Domestic Asset Protection
01/15/2020 Welcome to the Jungle: Re-Defining Family Amid Advances in Reproductive Science
11/12/2019 Marketing Strategies for Growing a Small Business
09/10/2019 Kick Off Social & Wine Tasting
04/01/2019 Spring Gala

Estate Planning Council of Brevard County, Inc.

Copyright, 2025. All Rights Reserved.

Address:
1361 Bedford Drive
Suite 102
Melbourne, FL 32940