Community Foundation of Volusia/Flagler
Estate Planning Council of the Fun Coast
2017 FINANCIAL SYMPOSIUM
Presented by the:
Community Foundation of Volusia & Flagler
Date: Thursday, 11/9/17
Location: Holiday Inn LPGA
Time: 8:00 – 8:30 AM Breakfast & Registration
Cost: Free to EPCFC Members & Their Guests, $15 Others
CEU’s: 3.0 Credit Hours for CPA, CLE, CFP & CLU’s
J. Preston Root, President
Root Family Foundation
Ormond Beach, FL
Topic: The Family Enterprise and Its Role In Philanthropy
Objective: Review of strategies in building a successful business legacy and engaging as a philanthropic community partner.
Time: 8:40 – 9:30 AM 1.0 CEU hour
David N. Jones, CPWA®
Community Development Manager
Community Foundation of Volusia & Flagler
Daytona Beach, FL
Topic: Timely Charitable Planning Strategies For Donor Advised Funds
Objective: Review of Donor Advised Funds for income tax purposes, operational issues, and charitable options for donors.
Time: 9:40 – 10:30 AM 1.0 CEU hour
Jon Mendelsohn, CEO & Founder
The Ashar Group
Orlando, FL
Topic: Secondary Market Valuations of Life Insurance Policies and Applications to Charitable Planning
Objective: Review of industry-driven strategies for insurance policy valuations and the potential for partnership in charitable community investments.
Time: 10:40 – 11:30 AM 1.0 CEU hour
RSVP: rsvpnow@epcfuncoast.com or call Jane Eddy 386-453-5934
or use the Blue "Register Now" Buttom below....
