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.
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.
For more information or questions, please contact:
Betsy Pennewill, JD
General Counsel
941-556-7152
betsy@cfsarasota.org