WEDU PBS and the Community Foundation of Tampa Bay will hold the 11th Annual Estate & Tax Planning Seminar with continuing education credits on September 22, 2016. Noted experts will provide 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.

Thursday, September 22, 2016, 7:30-11:30 a.m.
at the WEDU PBS Berkman Family Broadcast Center

This year’s theme is “It’s All About Trust”

Tickets

Speakers

Bryan Clontz

KEYNOTE
Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP

Bryan serves as the president and co-founder of Charitable Solutions, LLC. He has extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition and donor advised funds. He has given more than 400 presentations on financial planning and planned giving topics and has been published in an international insurance textbook.

Lauren Y. Detzel

REGIONAL
Lauren Y. Detzel

Lauren is chair of the firm’s Estate and Succession Planning Department at Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. in Orlando, Florida. Ms. Detzel is Board Certified in Wills, Trusts and Estates by the Florida Bar. She is a former Chair of the Tax Section and the Certification Committee for Wills, Trusts, and Estates, both of the Florida Bar. She is the 2005 recipient of the Gerald T. Hart Outstanding Tax Attorney of the Year award presented by the Florida Bar. She currently is a member of the Executive Council for both the Tax and the Real, Property, Probate and Trust Law Sections of the Florida Bar. Ms. Detzel graduated from the University of Florida College of Law, where she has also served as an adjunct professor for the Graduate Tax Program since 1989, teaching the Estate Planning course and an Ethics Seminar. Ms. Detzel is a Fellow of the American College of Trust and Estate Counsel where she is an immediate past Chair of the Asset Protection Committee and a member of the Estate and Gift Tax Committee. She has been recognized by Best Lawyers, Chambers, Florida Trends and Superlawyers. Ms. Detzel has written and spoken extensively in the estate planning and transfer tax areas.

 

Continuing Education credits (3) will be applied for through The Florida Bar, The Florida Institute of Certified Public Accountants, Certified Financial Planner Board of Standards and the Institute of Certified Bankers


Photos from the 2015 seminar

Held September 17, 2015 at WEDU PBS

Click the arrows to browse, or view the photo gallery on Flickr.