2016 Financial Symposium
Estate Planning Council of the Fun Coast
2016 FINANCIAL SYMPOSIUM
Presented by the Community Foundation of Volusia & Flagler
Planning for the Future:
Ways to Fulfill Your Charitable Vision
Date: 11/16/16
Location: Bill France Room, Daytona International Speedway
Time: 7:45 – 8:30 AM Breakfast & Registration
Recognized Sponsorships Available:
* Silver Sponsor: $200
Includes: One table of eight, a 1 page ad in the program, breakfast and 3.0 CE credits, VIP Museum Tour.
* Bronze Sponsor: $100
Includes: Seating for 4, a ½ page ad in the program, breakfast, credits & tour.
Event Cost: $25
Kimm A. Dodaro, BA/Finance
Senior Real Estate Strategist, Walter Joseph Group LL.C. Chicago, IL
Topic: Real Estate as an Asset Class in Charitable Investments
Objective: Review of strategies and benefits of gifting real estate with case studies
Time: 8:40 – 9:30 AM 1.0 CEU hour
Bradford B. Gornto, JD., LL.M.
Principal, Gornto Law, PLLC., Effectual Giving, LL.C.
Ormond Beach, FL
Topic: Timely Charitable Planning Strategies to Consider for 2016 Tax Purposes
Objective: Review of Charitable Lead Trusts for income tax purposes,
Charitable IRA Rollover, pending legislation, planning with IRAs & deferred compensation
Time: 9:40 – 10:30 AM 1.0 CEU hour
Ron Watson, JD
President, Motorsports Hall of Fame of America
Daytona Beach, FL
Topic: Estate Planning Lessons of A Sports-Affiliated Foundation
Objective: Review of the history and goals of MSFH Museum and its Foundation
with profiles of its stakeholders
Time: 10:40 – 11:30 AM 1.0 CEU hour
Free Museum Tour and IMAX Presentation offered to attendees immediately following
RSVP: wward@uwvfc.org or 386-275-1943
