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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. 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.

Thank you to everyone who joined us for the 2024 – 2025 season of our Distinguished Speakers Series programs! Stay tuned for updates and more information about the upcoming season.

2024-2025 Schedule

Tuesday, September 10, 2024

Speaker: Christopher Hoyt, Professor of Law, University of Missouri, Kansas City

Topic: Tax Smart Charitable Giving, Especially with Retirement Assets

Learn more about Christopher Hoyt. 

Tuesday, November 19, 2024

Speaker: Alan Rothschild, Jr., Esq., Atlanta, Ga. 

Topic: Looking Back and Looking Forward: Maintaining a Successful Estate Planning Practice over the Next 25 Years

Learn more about Alan Rothschild. 

Tuesday, January 21, 2025

Speaker: Lauren Wolven, Esq., Chicago, Ill. 

Topic: Using and Misusing the Marital Deduction

Learn more about Lauren Wolven. 

Betsey Pennewill headshot

For more information or questions, please contact:

Betsy Pennewill, JD
General Counsel
941-556-7152 
betsy@cfsarasota.org