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.
2025-2026 Schedule
Tuesday, January 20, 2026
Speaker: Michele McKinnon, McGuireWoods
Topic: One Size Does Not Fit All – Selecting the Best Type of Charity to Achieve a Donor’s Philanthropic and Planning Goals
Learn more about Michele McKinnon.
Past Events
Tuesday, September 16, 2025
Speaker: Alan Gassman, Esq., Gassman, Crotty & Denicolo, P.A.
Topic: Essentials of Florida Asset Protection in Wealth Planning
Learn more about Alan Gassman.
Tuesday, November 18, 2025
Speaker: Kathleen Bilderback, Sandberg Phoenix
Topic: Executive Benefit Strategies Every Estate Planner Must Know
Learn more about Kathleen Bilderback.
For more information or questions, please contact:
Jay Young
Vice President, Philanthropy
941-556-7178
jyoung@cfsarasota.org