2016 Financial Symposium

Date: Wednesday, November 16, 2016
Time: 7:30am - 11:30am
Location: Bill France Room, Daytona International Speedway
Speaker: Kimm A. Dodaro, BA/Finance, Bradford B. Gornto, JD., LL.M., Ron Watson, JD

Estate Planning Council of the Fun Coast

2016 FINANCIAL SYMPOSIUM
Presented by the Community Foundation of Volusia & Flagler

Planning for the Future:

Ways to Fulfill Your Charitable Vision

Date:  11/16/16

Location:   Bill France Room, Daytona International Speedway

Time:  7:45 – 8:30 AM Breakfast & Registration


Recognized Sponsorships Available:

* Silver Sponsor:  $200

Includes:   One table of eight, a 1 page ad in the program, breakfast  and 3.0 CE credits, VIP Museum Tour.

Bronze Sponsor:  $100

Includes:   Seating for 4, a ½ page ad in the program, breakfast, credits & tour.


Event Cost: $25

Kimm A. Dodaro, BA/Finance

Senior Real Estate Strategist, Walter Joseph Group LL.C. Chicago, IL

Topic: Real Estate as an Asset Class in Charitable Investments

Objective: Review of strategies and benefits of gifting real estate with case studies

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

https://admin.naepc.org/assets/Councils/FunCoast-FL/userContent/images/epcfc2001.jpg

Bradford B. Gornto, JD., LL.M.

Principal, Gornto Law, PLLC., Effectual Giving, LL.C.

Ormond Beach, FL

Topic:  Timely Charitable Planning Strategies to Consider for 2016 Tax Purposes

Objective:   Review of Charitable Lead Trusts for income tax purposes,
Charitable IRA Rollover, pending legislation, planning with IRAs & deferred compensation

Time:  9:40 – 10:30 AM   1.0 CEU hour

https://admin.naepc.org/assets/Councils/FunCoast-FL/userContent/images/epcfc2002.jpg

Ron Watson, JD

President, Motorsports Hall of Fame of America

Daytona Beach, FL

Topic: Estate Planning Lessons of A Sports-Affiliated Foundation

Objective:  Review of the history and goals of MSFH Museum and its Foundation
with profiles of its stakeholders

Time:  10:40 – 11:30 AM  1.0 CEU hour

Free Museum Tour and IMAX Presentation offered to attendees immediately following

RSVP:  wward@uwvfc.org or 386-275-1943

    

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