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.
2022 – 2023 Schedule
Tuesday, September 13, 2022
Speaker: Sam Donaldson, Professor of Law, Georgia State University
Topic: "What the Cool Kids are Doing in Estate Planning"
Tuesday, November 8, 2022
Speaker: Lee McElroy, Downey | McElroy, P.A.
Topic: "Fiduciary Litigation 101"
Tuesday, January 17, 2023
Speaker: Rebecca Morgan, Professor of Law, Stetson University College of Law
Topic: "Starting off 2023 in the Know: Understanding Elder Abuse, Undue Influence and Special Needs Trusts in an Elder Law Practice"
For more information or questions, please contact:
Betsy Pennewill, JD
General Counsel
941-556-7152
betsy@cfsarasota.org