Financial Symposium - Charitable Gifting & Estate Planning Strategies - CE credit available
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The Estate Planning Council of the Fun Coast is excited to offer you the opportunity to hear three very respected individuals share how you can help your clients achieve their philanthropic goals in a tax efficient manner.
CE is available for:
CFP (1.5 hours)
Florida Insurance (1 hour)
Florida Bar (1.5 hours)
You will need to provide us your applicable license information with your RSVP.
Our guest speakers are:
Nancy Rae Lohman
Nancy is a community activist and property developer. She is chair of the Mary McLeod Bethune Statuary Fund project, the project which placed the first statue of an African American in the National Statuary Hall State Collection in Washington DC. It is a historic endeavor she feels is her most important life’s work. She also served as capital campaign chair of the Ormond Memorial Art Museum and Gardens and successfully raised $4 million, all during the COVID pandemic. She is a board member of the newly expanded Halifax Humane Society where she chaired a $3.8 million renovation project and assisted her husband Lowell in the opening the Halifax Health Lohman Diabetes Center.
Nancy was chosen as one of the Daytona Beach News Journal’s top 40 women in business and awarded the Most Charitable Award. Among many other awards and distinctions, she was honored in the past as one of the most influential women in Volusia County and was selected as a recipient of The Ohio State University Distinguished Alumni Awards. She and her husband Lowell have donated over $12 million to the charities they are passionately serving.
Brad B. Gornto, Esq., LL.M,
President & Founder Gornto Law, PLLC, iCLAT Solutions, LLC & Effectural Giving, LLC
For over 20 years, Brad Gornto has practiced law throughout Florida in the areas of complex estate planning, charitable planning, taxation business law, probate and trust administration. In addition to his law practice, Brad is the president and founder of effectual giving, LLC, which is a national consulting firm that assists charitable organizations, philanthropic families and allied professionals across the country in the consummation and funding of actual charitable planned gifts.
Brad earned his undergraduate degree (marketing) from Florida State University, his law degree from the University of Florida College of Law and his Masters in Taxation (LL.M.) from the University of Miami School of Law.
Daniel Bone, CIMA®
Vice President, Senior Advisor Consultant, Central Florida, FRANKLIN TEMPLETON
Background Dan Bone began his career in financial services in 1983 and joined Franklin Templeton in 1993. Prior to joining Franklin Templeton, Dan was a Senior Vice President of Kemper Financial Services. As an advisor to financial professionals, Daniel provides a valuable perspective in the areas of market insights, practice management, and portfolio construction. He consults with financial professionals to help them deliver better outcomes for their clients and grow their business. Daniel has a wealth of industry knowledge and a deep understanding of Franklin Templeton investment solutions including mutual funds, ETFs, separately managed accounts, model portfolios, 529 plans and insurance products. Credentials and awards Dan earned a Bachelor of Arts in Business Administration from Illinois Wesleyan University. He holds FINRA Series 7 and 63 licenses and the Certified Investment Management Analyst (CIMA®) designation. Personal Dan currently resides in Altamonte Springs, Florida with his wife, Betsy. They have two grown children. In his free time, Dan spends a lot of time at his church, where Betsy is the Director of Music.
Coffee and Bagels will be served.
RSVP is required.
Non-member - $25 (with or without CE)
EPCFC Member - Free