WEDU PBS and the Community Foundation of Tampa Bay will hold the 10th Annual Estate & Tax Planning Seminar with continuing education credits on September 17, 2015. 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.

Purchase Tickets

Wealth through the Ages: Blueprints for Success

Tickets are $50 and include a breakfast buffet.
Thursday, September 17, 2015 | 7:30 a.m. – 11:30 a.m.
at the Berkman Family Broadcast Center (WEDU PBS)

Speakers

Brian D. Wodar

KEYNOTE
Brian D. Wodar

Senior Vice President and the National Director of Philanthropic Services, Bernstein Global Wealth Management, West Palm Beach (Bio)

"Charitable Aspects of Business Succession"

Mary Merrell Bailey

REGIONAL
Mary Merrell Bailey, Esq.

CPA MBA MSTaxation MSAcctg, Managing Partner, Your Caring Law Firm, Maitland (Bio)

"Stuck in the Middle with You: Estate Planning Lessons from Downton Abbey"

Panel Discussion

TOPIC | Planning for Business Succession: Insights from the Field

Emery Ellinger

MODERATOR
Emery Ellinger

CEO, Aberdeen Advisors, St. Petersburg (Bio)

Logan Baker

PANELIST
Logan Baker

AVP/Trust Advisor, Regions Financial Corporation, Clearwater (Bio)

Tom Loncar

PANELIST
Tom Loncar

CPA, Shareholder, Reilly Fisher Solomon, P.A., Tampa (Bio)

Bill McQueen

PANELIST
Bill McQueen

CPA JD LLM, Founding Partner, McQueen & Sidall, LLP, St. Petersburg (Bio)

Linda O'Rourke

PANELIST
Linda O’Rourke

O’Rourke & Associates, LLC, Tampa & St. Petersburg (Bio)

Continuing Education credits (3) have been 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

If you need to pay by check and require an invoice, or for questions about this event, contact Nancy Curry, Vice President of Major & Planned Gifts, at (813)739-2959.


Photos from the 2014 seminar

Held September 18, 2014 at WEDU PBS

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