Past Events

April 23, 2019 April 2019 Meeting
February 12, 2019 February Meeting
October 16, 2018 October 2018 Meeting
May 14, 2018 Year-end Social
April 26, 2018 April Monthly Meeting
February 15, 2018 February monthly Meeting
January 16, 2018 Distinguished Speakers Series
November 16, 2017 Distinguished Speakers Series
November 2, 2017 Distinguished Speakers Series
October 19, 2017 October Monthly Meeting
September 12, 2017 Rescheduled to 11/2/17 Distinguished Speaker Series
June 20, 2017 Special Planning Meeting for 2017-18
May 22, 2017 End of Year Dinner
February 21, 2017 Joint meeting SWFEPC
January 24, 2017 January Monthly Meeting
January 17, 2017 Joint Meeting Distinguished Speakers Series
December 13, 2016 December Meting
November 17, 2016 November Meeting
October 18, 2016 October Meeting
September 13, 2016 Manatee County Distinguished Speaker
May 2, 2016 Annual Diner
March 31, 2016 March Monthly Meeting
February 16, 2016 February Monthly Meeting
January 26, 2016 January Monthly Meeting
January 19, 2016 Joint Meeting with SCF, GC-FICPA, SWFEPC
November 10, 2015 November Monthly Meeting
October 20, 2015 October Monthly Meeting
May 11, 2015 Year End Dinner and Wine Tasting - Ortygia Restaurant
March 26, 2015 Monthly Meeting "Uniform Fiduciary Access to Digital Assets Act"
February 26, 2015 Monthly Meeting "Estate Planning for Special Needs"
January 22, 2015 Monthly Meeting "Planning with LLCs Under the New Florida Limited Liability Act"
November 18, 2014 Monthly Meeting "Gun Trusts"
October 23, 2014 Monthly Meeting "Southeastern Guide Dogs"
May 22, 2014 Year End Dinner
March 25, 2014 New Standards for Managing Life Insurance as an Asset
February 25, 2014 Family Dynamics and Common Pitfalls to Weath Transfer
January 21, 2014 Asset Protection/Offshore Trusts
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
October 24, 2013 Gifts to Lawyers and Other Disqualified Persons
May 22, 2013 Year End Dinner
March 19, 2013 Behavioral Finance - We have met the enemy
February 12, 2013 Portability
January 22, 2013 2013 Estate Planning Strategies
January 8, 2013 Joint Meeting-SWF/Manatee Estate Council & FICPA
November 6, 2012 Ten Minutes to Doomsday:Wealth Planning in an Uncertain World
October 18, 2012 Charitable Lead Trust: The Underused Family Wealth Transfer and Income Tax Technique
March 20, 2012 Strategic Positioning of the Family Business and Wealth
February 21, 2012 An Update On Estate Planning; New Tricks and New Traps
January 24, 2012 Panel Discussion - Asset Protection
January 17, 2012 Planning for Qualified Retirement Plans, Benefits and IRA's
January 1, 2012 Joint Meeting-SWF/Manatee Estate Council & FICPA
November 10, 2011 Discovering Your Memory Power
October 18, 2011 Florida Homestead Law: Planning Opportunities and Pitfalls
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