Distinguished Speaker Series
Our Distinguished Speaker Series is an educational and networking resource for all professional advisors and is offered complimentary as a thank you for referring clients to the Community Foundation. Through a signature series of lectures presented by nationally recognized estate planning and tax experts, advisors can earn advanced education credits and stay abreast of current trends and updates in wealth planning.
2026-2027 Schedule
Tuesday, September 15, 2026
Speaker: Jamie Mendelsohn, Ashar Group
Topic: Life Insurance is an Asset: The Strategic Importance of Maximizing Value in Modern Planning
Learn more about Jamie Mendelsohn.
Tuesday, November 17, 2026
Speaker: Marve Ann Alaimo, Esq., Porter Wright
Topic: “Catching Feelings”: Why AI Can’t Completely Replace Estate Planning
Learn more about Marve Ann Alaimo.
Tuesday, January 19, 2027
Speaker: Sam Donaldson, Professor of Law, Georgia State University
Topic: 2027 Federal Tax Update
Learn more about Sam Donaldson.
For more information or questions, please contact:
Jay Young
Vice President, Philanthropy
941-556-7178
jyoung@cfsarasota.org