WEDU PBS and the Community Foundation of Tampa Bay hosted the 12th Annual Estate & Tax Planning Seminar with continuing education credits on September 28, 2017. Noted experts provided 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.
Held Thursday, September 28, 2017
at the WEDU PBS Berkman Family Broadcast Center
2017 theme: “Roadmap to Retirement”
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Keynote Topic: Roadmap to Retirement
Ed Slott was named “The Best” source for IRA advice by the Wall Street Journal. He is a nationally recognized professional speaker and has starred in several nationally aired public television specials including the most recent “Ed Slott’s Retirement Road Map” (2017).
Slott created The IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor Group™, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.
Mr. Slott is an accomplished author of many financial and retirement focused books including most recently Ed Slott’s Retirement Decisions Guide: 2017 Edition (IRAHelp, 2017), and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2015). Slott also publishes Ed Slott’s IRA Advisor, a monthly IRA newsletter. He is a personal finance columnist for numerous financial publications.
As a thought leader in the retirement industry, Slott is often quoted in the New York Times, Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and a host of additional national magazines and financial publications. He has appeared on numerous national television and radio programs. Mr. Slott is also a consultant to financial information websites.
He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. Mr. Slott is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.
Linda Suzzanne Griffin, J.D., L.L.M., P.A.
Regional Topic: Planning and Administration of Inherited IRA’s
Ms. Griffin, a Florida board certified attorney in both taxation and wills, trusts and estates, practices in Clearwater, Florida in her own firm, Linda Suzzanne Griffin, P.A. She is also a Fellow of the American College of Trusts and Estates Counsel (“ACTEC”). In 2012, she was selected by her peers as a Florida Super Lawyer and the Top 50 Women Florida Super Lawyers, as mentioned in the Wall Street Journal. She recently published the book: “The Survivor’s Navigator- A Practical Guide to Dealing With The Death of a Loved One in Florida” which is available on Amazon.
Ms. Griffin has served (2006 and 2012) as Chair of the Florida Bar’s 6th Judicial Circuit Grievance Committee (6C) and has participated in four grievance committees for a total of 12 years. She is currently a member of the executive council for the Florida Bar Real Property and Probate Trust Law Section (“RPPTL”), the Estate and Trust Tax Planning Committee and the Asset Preservation Committee of RPPTL. She was coChair of the IRA and Employee Benefits Committee (2010-2013) and Chair of the Florida Probate Rules Committee in 2007-2008 (reports directly to the Florida Supreme Court). She is also a member of the Florida Bar Tax Section, the Clearwater Bar Real Property and Probate Committee of the Clearwater Bar Association and the Pinellas County Estate Planning Council.
Ms. Griffin previously served on the Board of Directors of the Pinellas County Estate Planning Council and was formerly Secretary, Vice-President and President. She was formerly a member of the Board of Directors of the Young Lawyers Section of the Clearwater Bar; the Gulfcoast Executive Women of the National Association of Female Executives and former President and Director of the local chapter. She was a member of the Board of Directors of Leading Ladies, a fund raising organization of Ruth Eckerd Hall, Inc. (Clearwater and Pinellas County’s performing art center) and was a member of the Board of Directors of Ruth Eckerd Hall (2006-2012) and the chair of the Charitable Planned Giving Committee of Ruth Eckerd Hall (2006-2012). She is currently a member of the volunteer marine mammal, stranding and dive team at the Clearwater Marine Aquarium (CMA), a member of GEMS, the charitable fundraising group of CMA, a member of the CMA Planned Giving Committee and was recently (2013) elected to the CMA Board of Directors.
Ms. Griffin received her Masters of Law in Taxation (LL.M.) and her Juris Doctorate from the University of Florida with honors. She is a member of the University of Florida Order of the Coif (annual top 10% of law school graduates) and was the Senior Tax Editor of the University of Florida Law Review. She is also a certified public accountant and practiced with Price Waterhouse & Company in Atlanta and Tampa prior to entering law school.
Topic: Retirement tax strategies that includes local professionals discussing relevant case studies
Geoff Simon, Simon & Associates Wealth Management | Geoff Simon is Senior Vice President for Simon and Associates Wealth Management of Raymond James. He provides comprehensive financial planning and investment counseling for individual, corporate and institutional clients. Mr. Simon is also a WEDU staff alumnus. From 1983 – 1990, he produced and hosted Suncoast Business Journal, an award-winning, weekly, regional business TV program. Geoff received his MBA with honors from the University of South Florida, College of Business Administration. He earned a BA from the University of Wisconsin-Madison. Mr. Simon is currently Vice Chairman of the Florida Council on Economic Education, a trustee of the University of South Florida Foundation Board, and past president of the Florida Holocaust Museum board. He joined the WEDU Board of Directors in 2003 and has been active on the finance committee and in recruiting board members. He is married to Andrea Graham and they have 2 children. The Simons reside in Tampa.
- Garrett Shinn, CPA, Shinn and Company | Garrett is a partner in the tax division at Shinn & Co. He is an experienced provider of tax planning and preparation services for high net worth individuals and multi-generational companies, along with healthcare, agribusiness and construction industry clients. His hands-on approach allows him to handle each client and project with focus, efficiency and professionalism.
- Christopher Swink, CEP, BNY Mellon Wealth Management | Christopher is a senior wealth director for BNY Mellon Wealth Management. Throughout his 19 years experience, Christopher has assisted more than 150 families with over $1 billion in assets develop a plan for financial freedom. He joined the firm in 2013, and was previously a client advisor of SunTrust Private Wealth Management. Prior to that, Christopher was a relationship manager with Wachovia Wealth Management.
- Bob Rasmussen, Partner, Bradley Arant Boult Cummings LLP
Continuing Education credits (3) are pending for the Certified Financial Planner Board of Standards, The Florida Institute of Certified Public Accountants, the Institute of Certified Bankers and The Florida Bar.