WEDU PBS and the Community Foundation of Tampa Bay are hosting the 14th Annual Estate & Tax Planning Seminar with continuing education credits on September 26, 2019 at the WEDU PBS Berkman Family Broadcast Center. Noted experts will provide the latest information and advanced strategies to help attorneys, financial planners, CPAs and wealth management advisors remain current in their field.

7:30 a.m. – Breakfast and Networking
8:15 a.m. –  Sessions begin

 


Speakers

Paul S. Lee

KEYNOTE
Paul S. Lee

Global Fiduciary Strategist
Northern Trust
 

He is the global fiduciary strategist for Wealth Management and the Global Family & Private Investment Offices Group of Northern Trust. He is also a senior vice president and managing director of the firm.

He received his J.D. and LLM (Taxation) degrees, with honors, from Emory University School of Law, and B.A. degrees, cum laude, in English and Chemistry from Cornell University.

He is a member of the Advisory Committee for the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, the University of Florida Tax Institute Advisory Board and the Wilson Society Advisory Council for the Hospital for Special Surgery in New York City.


Suzi Atherton

REGIONAL
Susan “Suzi” M. Atherton CPA, CFP®

VP, Trust Advisor
Regions Private Wealth Management
 

Suzi is a Trust Advisor for the Sarasota/Bradenton Florida region. Suzi works within a team of highly qualified professionals to assist individuals, families, and business owners in identifying and accomplishing their tax, investment, business succession, and estate planning goals to protect legacies.

Prior to joining Regions Private Wealth Management, Suzi was the Director of Charitable Legacy Planning and Development for the Manatee Community Foundation where she assisted donors in structuring their charitable giving. Suzi understands that each client’s goals are unique and require specialized attention to detail and the creation of long lasting relationships to ensure these goals are met. She partners closely with the extensive team of specialists Regions Financial Corporation offers to develop the best plan for each client.


Joseph Corsmeier

Ethics
Joseph Corsmeier

Attorney
Law Office of Joseph A. Corsmeier, P.A

 

Joseph Corsmeier represents attorneys in all matters concerning the Florida Bar and/or the Florida Board of Bar Examiners. He has numerous years of experience representing lawyers and applicants alike and will strive to help you understand the process to contribute a more effective strategy. Mr. Corsmeier is an expert in his field and will remain steadfast in representation.

Mr. Corsmeier served as a Florida Bar prosecutor for nearly a decade and has been defending Bar grievance cases throughout the entirety of Florida for over 15 years.


Photo Gallery – 2019 CE Seminar Event

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CE Event 2019