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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.

This year, we are proud to celebrate the 20th anniversary of the Distinguished Speaker Series, marking two decades of providing this informative series. 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, 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. 

Past Events

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. 

Betsey Pennewill headshot

For more information or questions, please contact:

Jay Young
Vice President, Philanthropy
941-556-7178  
jyoung@cfsarasota.org