WEDU PBS and the Community Foundation of Tampa Bay (CFTB) will host the 11th Annual Estate and Tax Planning Seminar for Attorneys, CPA’s, CFP’s and Trust Officers. The seminar will be held on September 22 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 11th Annual Estate and Tax Planning Seminar keynote speaker, Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP with Charitable Solutions, LLC will discuss “Creative Charitable Life Income and Lead Trust Planning with Noncash Assets.” The event will also include Regional speaker, Lauren Y. Detzel of Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. in Orlando and a panel discussion moderated by James Schmidt. Panelists include: Les Barnett, Drew LaGrande and John Macevosky. The panel will discuss “S” Considerations in Estate and Trust Planning.
Tickets are $75 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.