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.
These programs are hosted by our Community Foundation in partnership with Manatee Community Foundation.
2023-2024 Schedule
Tuesday, September 12, 2023
Speaker: Russell James, Professor, Texas Tech University
Topic: The Hidden Code of End-of-Life Decisions
Learn more about Russell James.
Tuesday, November 14, 2023
Speaker: Roberta Flowers, Professor, Stetson University College of Law
Topic: How to Deal with Difficult Families
Learn more about Roberta Flowers.
Tuesday, January 16, 2024
Speaker: Jere Doyle, Estate Planning Strategist, BNY Mellon
Topic: Business Succession Planning
Learn more about Jere Doyle.
For more information or questions, please contact:
Betsy Pennewill, JD
General Counsel
941-556-7152
betsy@cfsarasota.org