ESTATE PLANNING COUNCIL OF THE FUN COAST

2015 FINANCIAL SYMPOSIUM
Speaker Information

8:30 AM – 9:20 AM                 Topic: Housing Options for Clients Aging in Place

                                                Mary Merrell Bailey, Esq., CPA, MBA, MSTaxation

        Managing Partner, Your Caring Law Firm

        Maitland, FL

9:30 AM – 10:20 AM               Topic: Role & Requirements of Executor in Settling Estates

                                                Kathleen L. Crotty, JD, MBA, CPA

                                                Managing Partner, Crotty & Bartlett Associates

                                                Daytona Beach, FL

10:30 AM – 11:30 AM             Topic: Philanthropy for Clients Supporting the Arts

                                                Cici Brown, BA

                                                Co-Founder, Cici & Hyatt Brown Museum of Art

                                                Daytona Beach, FL

                                                Andrew Sandall, BA, MA

                                                Executive Director, Museum of Arts & Sciences

                                                Daytona Beach, FL

Credits:  3.0 continuing education credits for CLE’s, CPA’s, CFP’s & CLU’s. Certificates in all categories will be provided at the program

Friends of the Community Foundation of Volusia & Flagler

are cordially invited to attend the 2015 Financial Symposium

and is offering Sponsorship Opportunities to this special event.

The Community Foundation of Volusia & Flagler is pleased to present this year’s annual Financial Symposium at a very special venue, the magnificent new Cici & Hyatt Brown Museum of Art.  Cici Brown will provide our keynote address, and the first floor gallery will be the setting for our catered breakfast and outstanding lineup of professional speakers. 

If you have not yet had the chance to visit this wonderful facility now drawing visitors from around the southeastern U.S., attending the Financial Symposium will provide you the chance to do so while receiving 3.0 approved CEU’s for attorneys, CPA’s, and CFP’s.  Certificates of attendance will be distributed at that time.

Sponsorship Opportunities :  To offset the cost of our event, two levels of corporate sponsorship are available:

Please contact Bill Ward by Oct. 14 if you would like to RSVP or have any questions about sponsorship:  wward@uwvfc.org or call the Foundation Office at 386-275-1943.

Cost: $25.00 payable at the door. Please note that persons making reservations and not canceling by noon, Monday, November 2nd , will be invoiced by the EPCFC for the program cost.

Guests are always Welcome! You need not be a Member.

Reservations: Please RSVP to rsvpnow@epcfuncoast.com.

If you have any questions, please call 386-275-1943 or wward@uwvfc.org