Financial Symposium – October 30th

The Community Foundation of Volusia & Flagler and the Estate Planning Council of the Fun Coast proudly present the

2014 Financial Symposium
PLANNING FOR THE FUTURE:
Ways to Fulfill Your Charitable Vision

This event is a service for local financial professionals to earn their required continuing education credits. This year we are featuring special guest speakers representing: the Ladies Professional Golf Association, Your Caring Law Firm of Maitland, and Crotty & Bartlett Associates of Daytona Beach.

DATE: Thursday, October 30, 2014

COST: $20.00 (Includes buffet breakfast)

LOCATION: Holiday Inn LPGA, 137 Auto Mall Circle, Daytona Beach, FL

RSVP: kselis@palmcoastlaw.com or 386-445-8900

Program:

Registration & breakfast – 8:00 AM – 8:30 AM

8:40 AM – 9:20 AM:  “Community Impact of Philanthropy at the Ladies Professional Golf Association”

Kathryn H. Milthorpe, Chief Financial Officer & Treasurer, LPGA
Nancy Henderson, President, LPGA Foundation

9:30 AM – 10:20 AM:  “Estate Planning Implications of Charitable Lead & Remainder Trusts”

Kathleen L. Crotty, Principal, Crotty & Bartlett P.A.

10:30 AM – 11:20 AM:  “Downton Abbey and Missed Opportunities in Estate Planning”

Mary Merrell Bailey, Principal, Your Caring Law Firm (Maitland, FL )

Download the flyer for more details and speaker bio’s.

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About yourunitedway

United Way of Volusia-Flagler Counties helps to touch the lives of one out of every three individuals in our two-county area through its Partner Agencies.
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