WEDU PBS and the Community Foundation of Tampa Bay (CFTB) will host the 10th Annual Estate and Tax Planning Seminar for Attorneys, CPA’s, CFP’s and Trust Officers. The seminar will be held on September 17 beginning at 7:30 a.m. in WEDU’s Hough Family Foundation Studio at the Berkman Family Broadcast Center with noted experts providing the latest information and advanced strategies to help attorneys, financial planners, CPAs and wealth management advisors remain current in the financial planning field and better assist their clients.
The 10th Annual Estate and Tax Planning Seminar keynote speaker, Brian D. Wodar with Bernstein Global Wealth Management will discuss “Charitable Aspects of Business Succession.” Regional speaker, Mary Merrell Bailey, Esq. of Your Caring Law Firm, topic includes “Stuck in the Middle with You: Estate Planning Lessons from Downton Abbey.” The day’s panel discussion on “Planning for Business Succession: Insights from the Field” will be moderated by Emery Ellinger of Aberdeen Advisors. Panelists include: Logan Baker, Regions Financial Corporation; Tom Loncar, Reilly Fisher Solomon; Bill McQueen, McQueen & Sidall; Linda O’Rourke, O’Rourke & Associates, LLC.
Tickets are $50 per person, space is limited. More information is available at: wedu.org/ceseminar. Registration includes a full breakfast buffet, three (3) hours of Continuing Education for the four professions and a one year subscription to Premiere, WEDU’s monthly member magazine.