Past Events

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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