Community Foundation of Volusia/Flagler

Date: Thursday, November 9, 2017
Time: 8:00am - 11:00am
Location: Holiday Inn LPGA
Speaker: Various

 

Estate Planning Council of the Fun Coast

2017 FINANCIAL SYMPOSIUM

Presented by the:

Community Foundation of Volusia & Flagler

 

Date: Thursday, 11/9/17

Location:  Holiday Inn LPGA

Time:  8:00 – 8:30 AM Breakfast & Registration

              Cost:  Free to EPCFC Members & Their Guests, $15 Others

              CEU’s: 3.0 Credit Hours for CPA, CLE, CFP & CLU’s

               

                 J. Preston Root, President

                 Root Family Foundation

                 Ormond Beach, FL

                 Topic:                  The Family Enterprise and Its Role In Philanthropy

                              Objective:           Review of strategies in building a successful business legacy and engaging as a
                                                          philanthropic community partner.

                               Time:                  8:40 – 9:30 AM      1.0 CEU hour

 

                                David N. Jones, CPWA®

                                Community Development Manager

                                Community Foundation of Volusia & Flagler

                                 Daytona Beach, FL

                                Topic:                Timely Charitable Planning Strategies For Donor Advised Funds

                                Objective:           Review of Donor Advised Funds for income tax purposes, operational issues,

                                                           and charitable options for donors.

                                Time:                  9:40 – 10:30 AM   1.0 CEU hour

                               

                                Jon Mendelsohn, CEO & Founder

                                The Ashar Group

                                Orlando, FL

                                Topic:        Secondary Market Valuations of Life Insurance Policies and Applications to
                                                  Charitable Planning

                                Objective:   Review of industry-driven strategies for insurance policy valuations and the potential
                                                   for partnership in charitable community investments.

                                Time:         10:40 – 11:30 AM  1.0 CEU hour

RSVP:  rsvpnow@epcfuncoast.com or call Jane Eddy 386-453-5934

 

 

 

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