Past Events
May 24, 2021 | Year End Dinner |
March 9, 2021 |
Direction Memo: The Importance of Letters of Instructions
Paul Caspersen |
February 9, 2021 |
Market Outlook
Stephan Colglazier, CFA Regions Private Wealth Management |
January 19, 2021 |
Joint Council Event
Jere Doyle BNY Mellon |
November 17, 2020 |
Divorce: What Every Advisor Should Know About the Latest Trusts and Estates Developments
Sharon Klein and Christy Watkins-Wilmington Trust |
October 13, 2020 |
Florida’s Legal Chameleon Continues to Evolve – An Update on Florida Homestead
Jeff Goethe |
September 22, 2020 | EPCMC Board Meeting |
September 15, 2020 |
Managing Psychological and Legal Obstacles During the Pandemic
Lauren J. Wolven |
April 28, 2020 |
April 2020 Meeting
George S. Linardos |
February 11, 2020 |
February 2020 Meeting
Ira Wiesner |
January 21, 2020 |
January 2020 Meeting
Alan Gassman |
November 12, 2019 |
November 2019 Meeting
Dr. Gerry W. Beyer |
October 8, 2019 |
October 2019 Meeting
Suzi Atherton |
September 11, 2019 |
September 2019 Meeting
Marvin E. Blum |
May 6, 2019 | Annual Dinner |
April 23, 2019 |
April 2019 Meeting
Marc Korsch |
February 12, 2019 |
February Meeting
Jeff Korzenik, Chief Investment Strategist for Fifth Third Private Bank |
October 16, 2018 |
October 2018 Meeting
John Poole, CPA, CFP, CFIRS |
May 14, 2018 |
Year-end Social
Come and enjoy yourself |
April 26, 2018 |
April Monthly Meeting
Yung-Yu Ma |
February 15, 2018 |
February monthly Meeting
Emma Hemness |
January 16, 2018 |
Distinguished Speakers Series
Stuart Bear, Esq |
November 16, 2017 |
Distinguished Speakers Series
Christopher Hoyt |
November 2, 2017 |
Distinguished Speakers Series
Lee-ford Tritt – UF Law Professor |
October 19, 2017 |
October Monthly Meeting
John Stewart |
September 12, 2017 |
Rescheduled to 11/2/17 Distinguished Speaker Series
Lee-ford Tritt - UF Law Professor |
June 20, 2017 |
Special Planning Meeting for 2017-18
Members planning meeting |
May 22, 2017 | End of Year Dinner |
February 21, 2017 |
Joint meeting SWFEPC
David Kennon, |
January 24, 2017 |
January Monthly Meeting
TBD |
January 17, 2017 |
Joint Meeting Distinguished Speakers Series
Diana Zeydel |
December 13, 2016 |
December Meting
Anthoney Lauicina |
November 17, 2016 |
November Meeting
Deputy Russell Younger |
October 18, 2016 |
October Meeting
William H Balck, Jr. "Bill" |
September 13, 2016 |
Manatee County Distinguished Speaker
Mark R. Parthemer, Esq. AEP |
May 2, 2016 |
Annual Diner
Just a time to enjoy the evening and being together |
March 31, 2016 |
March Monthly Meeting
D. Michael Murray |
February 16, 2016 |
February Monthly Meeting
Holly P. Thomas, CFP |
January 26, 2016 |
January Monthly Meeting
Steven M. Rosenbloom |
January 19, 2016 |
Joint Meeting with SCF, GC-FICPA, SWFEPC
SWFEPC Distinguished Speaker |
November 10, 2015 |
November Monthly Meeting
David Boekeloo, JD, MST, CFP, CLU, ChFC, AEP |
October 20, 2015 |
October Monthly Meeting
Pres. Steve Martin & Neil Phillips of Visible Men Academy |
May 11, 2015 | Year End Dinner and Wine Tasting - Ortygia Restaurant |
March 26, 2015 |
Monthly Meeting "Uniform Fiduciary Access to Digital Assets Act"
S. Dresden Brunner, Esq. |
February 26, 2015 |
Monthly Meeting "Estate Planning for Special Needs"
Gerald Hemness, Esq. |
January 22, 2015 |
Monthly Meeting "Planning with LLCs Under the New Florida Limited Liability Act"
Mrs. Laura M. Holm of Quarles & Brady LLP |
November 18, 2014 |
Monthly Meeting "Gun Trusts"
Diana Davis Basta, Esq. |
October 23, 2014 |
Monthly Meeting "Southeastern Guide Dogs"
TBA |
May 22, 2014 | Year End Dinner |
March 25, 2014 |
New Standards for Managing Life Insurance as an Asset
Barry Flagg |
February 25, 2014 |
Family Dynamics and Common Pitfalls to Weath Transfer
David Bassett |
January 21, 2014 |
Asset Protection/Offshore Trusts
Howard D. Rosen Atty., CPA |
January 7, 2014 | SWF/MEP Joint Meeting |
November 21, 2013 |
An Estate and Tax Planner's Year End Planning Checklist ---Practice System Strategies Ideas and Techniques
Alan S. Gassman, Esquire |
October 24, 2013 |
Gifts to Lawyers and Other Disqualified Persons
Jeffrey S. Goethe, Esq. |
May 22, 2013 |
Year End Dinner
None |
March 19, 2013 |
Behavioral Finance - We have met the enemy
Gardner Sherrill, CFP, CTFA |
February 12, 2013 |
Portability
Lester Law |
January 22, 2013 |
2013 Estate Planning Strategies
Leonard Weiner, JD, CPA, MBA, AEP |
January 8, 2013 |
Joint Meeting-SWF/Manatee Estate Council & FICPA
Natalie Choate |
November 6, 2012 |
Ten Minutes to Doomsday:Wealth Planning in an Uncertain World
Thomas J. Pauloski, JD |
October 18, 2012 |
Charitable Lead Trust: The Underused Family Wealth Transfer and Income Tax Technique
Donald O. Jansen, JD, LLM |
March 20, 2012 |
Strategic Positioning of the Family Business and Wealth
Susan P. Rounds |
February 21, 2012 |
An Update On Estate Planning; New Tricks and New Traps
Alan S. Gassman, Esquire |
January 24, 2012 |
Panel Discussion - Asset Protection
Michael M. Hamrick, Esq. & L. Howard Payne, Esq. |
January 17, 2012 |
Planning for Qualified Retirement Plans, Benefits and IRA's
Louis A. Mezzullo |
January 1, 2012 |
Joint Meeting-SWF/Manatee Estate Council & FICPA
Natalie Choate |
November 10, 2011 |
Discovering Your Memory Power
Alan Mong |
October 18, 2011 |
Florida Homestead Law: Planning Opportunities and Pitfalls
Jeffrey S. Goethe, Esq. |
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