2019 Financial Symposium

Date: Thursday, February 21, 2019
Time: 8:00am - 11:00am
Location: Hard Rock Hotel Conference Center, Daytona Beach 918 N Atlantic Ave, Daytona Beach, FL 32118
Speaker: Community Foundation of Volusia & Flagler


Estate Planning Council of the Fun Coast

2019 Financial Symposium

Presented by the Community Foundation of Volusia & Flagler

Thursday, February 21, 2019

Hard Rock Hotel Conference Center

8:30 AM – 11:30 AM

                        “PLANNING FOR THE FUTURE:  Ways to Fulfill Your Charitable Vision”

8:00 AM         Breakfast & Registration

8:30 AM         Council Business  (Jane Eddy, CLU)

                        CE Items  (William Ward)

8:40 AM         Michael M. Chiumento III, Esq.

                        Andrew Grant, Esq.

                        Partners, Chiumento Law Group

                        Palm Coast, FL

                        Topic:      Legal Dimensions of Lead & Remainder Trusts

9:40 AM         B. Thomas Lawson, CAP

                        Senior Vice President

                        U.S. Trust/Bank of America

                        Jacksonville, FL

                        Topic:    Study of High Net Worth Philanthropy

10:40 AM       Hyatt Brown, CLU, CPCU


                        Brown & Brown Insurance, Inc.

                        Daytona Beach, FL

                        Topic:    Building the Future of Our Communities



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