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DTSTART:20171109T130000Z
DTEND:20171109T160000Z
LOCATION:Holiday Inn LPGA
UID:1489120171109T130000ZCommunity Foundation of Volusia/Flagler
DTSTAMP:20260511T091521Z
DESCRIPTION:\n\n \nEstate Planning Council of the Fun Coast\n \n2017 FINANCIAL SYMPOSIUM\n \nPresented by the:\n \nCommunity Foundation of Volusia & Flagler\n \n \n \nDate: Thursday, 11/9/17\n \nLocation: Holiday Inn LPGA\n \nTime: 8:00 – 8:30 AM Breakfast & Registration\n \nCost: Free to EPCFC Members & Their Guests, $15 Others\n \nCEU’s:  3.0 Credit Hours for CPA, CLE, CFP & CLU’s\n \n \n \nJ. Preston Root, President\n \nRoot Family Foundation\n \nOrmond Beach, FL       \n \nTopic: The Family Enterprise and Its Role In Philanthropy\n \nObjective: Review of strategies in building a successful business legacy and engaging as a philanthropic community partner.\n \nTime: 8:40 – 9:30 AM      1.0 CEU hour\n \n \n \nDavid N. Jones, CPWA®\n \nCommunity Development Manager\n \nCommunity Foundation of Volusia & Flagler\n \nDaytona Beach, FL\n \nTopic: Timely Charitable Planning Strategies For Donor Advised Funds\n \nObjective: Review of Donor Advised Funds for income tax purposes, operational issues, and charitable options for donors. \n \nTime:  9:40 – 10:30 AM   1.0 CEU hour\n \n                               \n \nJon Mendelsohn, CEO & Founder\n \nThe Ashar Group\n \nOrlando, FL\n \nTopic: Secondary Market Valuations of Life Insurance Policies and Applications to Charitable Planning\n \nObjective:    Review of industry-driven strategies for insurance policy valuations and the potential for partnership in charitable community investments.\n \nTime: 10:40 – 11:30 AM  1.0 CEU hour\n \nRSVP:  rsvpnow@epcfuncoast.com or call Jane Eddy 386-453-5934\n \nor use the Blue "Register Now" Buttom below....\n
SUMMARY:Community Foundation of Volusia/Flagler - Estate Planning Council of The Fun Coast 
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DESCRIPTION:Reminder
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