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.
2020 – 2021 Schedule
Tuesday, September 15, 2020
Speaker: Lauren J. Wolven, Esq; Levenfeld Pearlstein LLC,
Co-Presented with Arden O’Connor; O’Connor Professional Group
Topic: Managing Psychological and Legal Obstacles During the Pandemic
The COVID-19 pandemic caused fear, paranoia, anger, sadness and anxiety that lingers even as the world “re-opens”. This program will discuss tips for maintaining your own mental health and stability while managing the emotions of your clients.
Tuesday, November 17, 2020
Speaker: Sharon L. Klein, President, Family Wealth:
Wilmington Trust, N.A.
Co-Presented with Christy L. Watkins, Senior Investment Advisor;
Wilmington Trust, N.A.
Topic: Divorce: Top Tax/Planning Tips and Traps
Whether advising clients before, during or after marriage, professional advisors should be aware of important tools, techniques and other considerations in order to advantageously position their clients in the event of divorce. With the increasing overlap among professional disciplines, advisors have much to gain from having cross-disciplinary fluency.
Tuesday, January 19, 2021
Speaker: Jere Doyle, Senior Vice President, Wealth Management; BNY Mellon
Topic: Estate and Charitable Planning in light of the recent 2020 Election, the Secure Act and the CARES Act
For more information or questions, please contact:
Betsy Pennewill, JD
Corporate Counsel
941-556-7152
betsy@cfsarasota.org