Distinguished Speaker Series
Empowering Professional Advisors who help donors make lasting charitable impact.
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.
2021 – 2022 Schedule
Tuesday, September 14, 2021
Speaker: Lee-ford Tritt, Professor of Law, University of Florida
Topic: Copyrights and Estate Planning
Tuesday, November 9, 2021
Speaker: Ed Morrow, Senior Wealth Strategist; Huntington National Bank
Topic: Beneficiary Deemed Owner Trusts (BDOT)
Tuesday, January 19, 2022
Speaker: Joan Crain, Senior Director, Global Wealth Strategist; BNY Mellon
Topic: Family and Wealth Sustainability: Integrating Family Values with Wealth Planning for a Lasting Legacy
For more information or questions, please contact:
Betsy Pennewill, JD
Corporate Counsel
941-556-7152
betsy@cfsarasota.org