SWFEPC Distinguished Speaker Series Presents Lester B. Law




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Event Date: Tue, Jan 22, 2019
Event Location: Michael's On East
1212 East Avenue

Sarasota, Florida - 34239
Registration Deadline: Fri, Jan 18, 2019
Registration Status: This event has been closed. We look forward to seeing you at the next Distinguished Speaker Series presentation.
Event Capacity: 120

Registration & Social Hour - 4:30 PM
Opening remarks 5:15 PM
Speaker & Dinner - 5:30 - 7:30 PM

This event is for the members and guests of the Southwest Florida Estate Planning Council and the members of the following organizations: Estate Planning Council of Manatee County, FICPA (Gulf Coast Chapter), Financial Planning Association and Charitable Gift Planners of Southwest Florida.  Non-SWFEPC guest fee is $80. Please submit payment to your home council.

 

NOTE: SWFEPC members please register under SWFEPC even if you are a member of another organization. Your SWFEPC membership includes the fee for this meeting. This does not affect your ability to apply for CE's in as many categories as you need.

 

**IF YOU REQUIRE A PASSWORD RESET - Please contact Barbie Gonzalez at BGonzalez@CFSarasota.org

 

 



Event Program(s)

SWFEPC Distinguished Speaker Series Presents Lester B. Law

Date: Tue, Jan 22, 2019  |  Time: 04:30 PM To 07:30 PM  |  Location: Michael's On East, 1212 East Avenue, Sarasota, FL 34239  |  Price : Complimentary
Presenter: Lester B. Law
View Description
Description : Tax Basis Planning -- Less of Basis Rules and More on Planning Ideas

Sponsors

  BMO Private Bank
BMO Private Bank provides personal wealth management services to individuals and families from across the wealth spectrum, ranging from the affluent to those with ultra high net worth. Our success originates from genuinely understanding our clients personal objectives, challenges and financial and lifestyle goals. This knowledge is gathered and utilized by a highly specialized team of wealth professionals who work together to deliver an exceptional wealth management experience that achieves our clients goals.
  Community Foundation of Sarasota County
The Community Foundation is a public charity founded in 1979 by the Southwest Florida Estate Planning Council as a resource for caring individuals and the causes they support, enabling them to make a charitable impact on the community. With assets of nearly $200 million in more than 900 charitable funds, the Community Foundation awarded grants and scholarships totaling $11.8 million dollars (FY 2010-2011), in the areas of arts, culture, and humanities, education, civic engagement, health, human services, animal welfare and the environment. For more information, visit www.CFSarasota.org.
  Manatee Community Foundation
Established in 1998 by a visionary group of civic leaders as a supporting organization of the Community Foundation of Sarasota County, the Manatee Community Foundation is dedicated to serving Manatee's donors and matching their charitable interests with the needs of the Manatee County community.


Website maintained by www.CommunityForce.com