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DTSTART:20161116T123000Z
DTEND:20161116T163000Z
LOCATION:Bill France Room, Daytona International Speedway
UID:1346420161116T123000Z2016 Financial Symposium
DTSTAMP:20260414T234739Z
DESCRIPTION:\n \nEstate Planning Council of the Fun Coast\n \n2016 FINANCIAL SYMPOSIUM\n Presented by the Community Foundation of Volusia & Flagler\n \nPlanning for the Future:\n \nWays to Fulfill Your Charitable Vision\n \nDate:  11/16/16\n \nLocation:   Bill France Room, Daytona International Speedway\n \nTime:  7:45 – 8:30 AM Breakfast & Registration\n ------\n\nRecognized Sponsorships Available:\n \n* Silver Sponsor:  $200\n \nIncludes:   One table of eight, a 1 page ad in the program, breakfast  and 3.0 CE credits, VIP Museum Tour.\n \n* Bronze Sponsor:  $100\n \nIncludes:   Seating for 4, a ½ page ad in the program, breakfast, credits & tour.\n ------\n\nEvent Cost: $25\n \n\n \nKimm A. Dodaro, BA/Finance\n \nSenior Real Estate Strategist, Walter Joseph Group LL.C. Chicago, IL\n \nTopic: Real Estate as an Asset Class in Charitable Investments\n \nObjective: Review of strategies and benefits of gifting real estate with case studies\n \nTime: 8:40 – 9:30 AM      1.0 CEU hour\n \n\n \nBradford B. Gornto, JD., LL.M.\n \nPrincipal, Gornto Law, PLLC., Effectual Giving, LL.C.\n \nOrmond Beach, FL\n \nTopic:  Timely Charitable Planning Strategies to Consider for 2016 Tax Purposes\n \nObjective:   Review of Charitable Lead Trusts for income tax purposes,\n Charitable IRA Rollover, pending legislation, planning with IRAs & deferred compensation\n \nTime:  9:40 – 10:30 AM   1.0 CEU hour\n \n\n \nRon Watson, JD\n \nPresident, Motorsports Hall of Fame of America\n \nDaytona Beach, FL\n \nTopic: Estate Planning Lessons of A Sports-Affiliated Foundation\n \nObjective:  Review of the history and goals of MSFH Museum and its Foundation\n with profiles of its stakeholders\n \nTime:  10:40 – 11:30 AM  1.0 CEU hour\n \nFree Museum Tour and IMAX Presentation offered to attendees immediately following\n \nRSVP:  wward@uwvfc.org or 386-275-1943\n  \n    
SUMMARY:2016 Financial Symposium - Estate Planning Council of The Fun Coast 
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