Founded by the Southwest Florida Estate Planning Council, we believe in empowering the professionals who work to help donors make a difference.
One way the Community Foundation of Sarasota County recognizes the efforts of area professional advisors (PAs) is by hosting our annual Distinguished Speaker Series, a signature series of educational lectures provided to our community’s PAs, enabling them to earn advanced education credits. These events are a partnership of our Community Foundation, Manatee Community Foundation and the Lakewood Ranch Community Fund, with generous sponsorship by area banks.
2017 - 2018 Schedule:
September 12, 2017
Lee-ford Tritt, Univ. of Florida Law Professor
Topic: Construction Issues for the Modern Family in Estate Planning Documents
Click here to register
November 16, 2017
Christopher Hoyt, Univ. of Missouri (Kansas City) School of Law
Topic: Retirement Accounts - Planning Optimal Outcomes for Family and Charitable Objectives
January 16, 2018
Stuart Bear, Esq.
Topic: Legal, Ethical, and Practical Considerations Involving the Exploitations of Seniors