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, 2014. 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

Thursday, September 17, 2015 | 7:30 a.m. – 11:30 a.m.
at the Berkman Family Broadcast Center (WEDU PBS)


Brian D. Wodar

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

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

Emery Ellinger

CEO, Aberdeen Advisors, St. Petersburg (Bio)

Bill McQueen

Bill McQueen

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


For questions about this event, contact Nancy Curry, Vice President of Major & Planned Gifts, at (813) 254-9338 x2248.

Photos from the 2014 seminar

Held September 18, 2014 at WEDU PBS

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