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


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: or call Jane Eddy 386-453-5934

or use the Blue "Register Now" Buttom below....

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