Past Events

November 20, 2025 Estate Planning & Divorce
Kayla Richmond & Robin D. Merriman II, Esqs.
October 20, 2025 SPECIAL MONDAY MEETING: Pooled Special Needs Trusts
Rachel Baer, Esq.
September 18, 2025 Florida Legislative Updates re Estate Planning.
Travis Hayes
May 15, 2025 Intersection of Estate Planning and Medicaid Planning
Ted Wolfendale, Esq.
March 20, 2025 Current Topics in Real Estate
Angela and Jeremy Guillette
February 20, 2025 Heckerling Update
Lowell Schoenfeld, Esq.
January 16, 2025 The Impact of Aging, Caregiver Burnout & Dementia on Relationships & Finances
Annalee Kruger
December 12, 2024 Annual Meeting & Holiday Gathering
November 21, 2024 The 3 Most Common Roth Conversion Strategies
J. Corey Vertich, CFP
October 17, 2024 Will & Trust Contests: Causes, Factors, and Prevention
Kenneth E. Kemp, II, Esq.
September 19, 2024 Florida Community Property Trust: Stepping up your married client’s planning to obtain full basis step ups at first spouse’s death.
Joe Cuffel, Esq.
December 14, 2023 Annual Meeting & Holiday Gathering
N/A
November 16, 2023 The Heart of Estate Planning
Steve Hilfiker
October 19, 2023 The Real Cost of Insurance
Paul Harris, CLU
September 21, 2023 Donor Advised Funds
J. Corey Vertich
May 18, 2023 The Secure 2.0 Act
Al Stashis
April 20, 2023 The Non-Cash Giving Conversation
Lisa Williams
March 16, 2023 "Empty Mansions"
Bill Dedman
February 16, 2023 Heckerling Update
Lowell Schoenfeld, Esq.
January 19, 2023 Detecting And Avoiding Investment Fraud: A New Perspective To The Investment World From An Investor’s Rights Attorney
Chris Vernon
December 15, 2022 Annual Meeting & Holiday Gathering
November 17, 2022 Best Practices to Increase your CQ (Cyber Intelligence)
Carrie Kerskie
October 20, 2022 The Well-Being Trust
Richard Franklin
September 15, 2022 Top Ten Fiduciary Mistakes
Pamela Keller
May 19, 2022 Food & Fun - A New Form of Miniature Golf
Everyone!
April 21, 2022 Family Dynamics and Aging
Annalee Kruger, President of Care Right Inc.
March 17, 2022 Heckerling Update
Peter Knize
February 17, 2022 Contracts with Testamentary Aspects
Kenneth Kemp
January 20, 2022 How to Plan and Run a Family Meeting
Terry Mazany, Chief Collaboration Officer with the Collaboratory
December 2, 2021 Annual Meeting & Holiday Gathering
November 18, 2021 Today's Annuities
Jerry Skapyak
November 12, 2021 Joint Meeting: "Ethics in Charitable Giving" 1 Hr. CE
Conrad Teitell & Heather Rhoades
October 21, 2021 Heckerling Update
Kevin A. Kyle, J.D., LL.M., Esq.
September 23, 2021 Picasso or Porsche? Understanding Collections as Financial Assets
Patrick Trittler & Colleen Boyle
May 20, 2021 Teamwork Produces Better Results - Expert Planning Strategies
J. Corey Vertich, CFP
April 22, 2021 Intersection of Divorce and Estate Planning
Beth Vogelsang & Christy O’Brien, Esqs.
March 18, 2021 Anatomy of a Property/Casualty Review
Josh White
February 18, 2021 Trust Modifications
Jennifer J. Hammond, Esq. J.D., LL.M.
January 7, 2021 Cross Border Tax Issues
Erica Harp, CPA
December 9, 2020 Annual Meeting & SPECIAL EVENING EVENT
Business that isn't - but a meeting that will be all - TRIVIA!!!
November 19, 2020 Claims of Creditors: An Examination of The Claim Process
Kenneth Kemp, Esq.
October 15, 2020 Constructing an Investment Portfolio
Nick Wychocki & Chris Smith
September 17, 2020 Qualified Charitable Distributions from IRAs
Al Stashis
May 21, 2020 Electronic Wills/Remote Notarization Legislation
Travis Hayes
April 16, 2020 Medicaid 101
Heidi Brown
March 19, 2020 Medicaid 101
Heidi Brown
March 18, 2020 ESG Investing
Dawn-Marie Driscoll
February 13, 2020 Heckerling Update
Michael Sneeringer
January 16, 2020 Special Needs Estate Planning: Legal & Financial Issues
Jess Levins, JD
December 12, 2019 Annual Holiday Gathering
November 21, 2019 Beneficiary Designations; Joint Meeting w/ the Planned Giving Council
Kenneth E. Kemp II, J.D., LL.M., Patrone, Kemp & Bentley P.A.
October 17, 2019 Mom Always Liked You Best: Unequal Testamentary Bequests
Marve Ann Alaimo, JD
September 19, 2019 Tax Update
Amy Dalen, JD
May 16, 2019 Pension & Retirement Hot Topics
R. Dean Piccirillo, CFP®, CRPS®, AIFA®
April 18, 2019 Uniform Voidable Transactions Act: Sword or Shield (it depends on who you are talking to. . .)
Michael A. Sneeringer, JD
March 21, 2019 Heckerling Update
Christopher Bray, JD/CPA
February 14, 2019 Trust & Estate Case Law Update
Richard Mancini, JD
January 17, 2019 Client Incapacity
Dr. Susan Cassidy, JD, MD
December 13, 2018 Annual Meeting & Holiday Gathering
TBA
November 15, 2018 Tax Reform and Year-End Planning
Matthew Shell, CPA, CFP®
October 18, 2018 Panel: Estate Planning Horror Stories
Peter Knize, Michele Hoover, Marve Ann Alaimo
September 20, 2018 Business Valuation
Tony Garvy
May 17, 2018 Cybersecurity: Protecting Personal and Firm Data
Carrie Kerskie
April 19, 2018 OPM*: What Happens to Your Good Planning After Clients Leave Your Office?
David Isley, CPA, CFE, CFF
March 15, 2018 Helping Professionals Protect Clients From Rogue Investment Professionals and Products
Christopher Vernon & Victor Bayata Esqs.
February 15, 2018 Heckerling Update
Lowell Schoenfeld & LaDonna Cody, Esqs.
January 18, 2018 Joint Meeting w/ the Planned Giving Council
Lowell Schoenfeld, Esq.
December 14, 2017 Annual Meeting & Holiday Gathering
Holiday Cheers
November 16, 2017 The Past, Present and Future of Long Term Care Insurance - Also: Special Meeting of the Membership
Brian S. Simon, CLU, ChFC
October 19, 2017 Financial Crimes and the Elderly: A View From the Prosecutor's Office
Michael-Anthony Pica & Audra Thomas-Eth, Esqs.
September 28, 2017 Trust Tax Traps - NOTE: It's the 4th Thurs. 9/28
Michele Hoover, CPA
May 18, 2017 The Intersection of Estate & Health Care Planning – Some Interesting New Approaches
Theodore J. Wolfendale, Esq.
April 20, 2017 Guardianships - A checklist for the Financial Advisors
Lynda Leonard-Boyce, Sherri Graham & Lance McKinney, Esq.
March 16, 2017 Joint Trusts
Peter M. Knize
February 23, 2017 Heckerling Update
LaDonna Cody and Kevin Kyle, Esqs.
January 19, 2017 Undue Influence - Don't Be A Defendant (Joint meeting with PGC)
Kenneth E. Kemp, II, Esq.
December 15, 2016 Annual Meeting & Holiday Gathering
Grant/Scholarship Recipients
November 17, 2016 Longevity Wave: Are you ready for the “Silver Tsunami”?
Jeff Cory, CFP®, ChFC®, AEP®
October 20, 2016 Effective Collaboration To Help Avoid Estate Planning Pitfalls - Panel
Panel
September 15, 2016 Collaborative Divorce - Panel
Keith Grossman, Esq., Moderator
May 12, 2016 The ABLE Act
Lance McKinney, Esq.
April 21, 2016 "Hey @grandkids, like me on Facebook!" Estate Planning for Digital Assets
Marve Ann Alaimo
March 17, 2016 Heckerling Update
Lowell Schoenfeld & Jennifer Hammond, Esqs.
February 25, 2016 The Dangers of S-Corp Stock in Estates and Trusts
Bruce D. Green, Esq.
January 21, 2016 The Four Freedoms (Joint Meeting with PPP)
Craig R. Hersch, Esq.
December 10, 2015 Annual Meeting & Holiday Party
November 19, 2015 "How To Navigate the Intersection of Divorce and Estate Planning"
Keith Grossman, Esq.
October 15, 2015 "Your Concierge of Philanthropy: Helping Clients Get From Here to There in Estate Planning"
Sarah Owen, President & CEO, SW Florida Community Foundation
September 17, 2015 "Problem Property: How Auction Houses Handle Questionable Artwork and Illegal Objects"
Kristin A. Vaughn
May 21, 2015 "Horror Stories and Happy Outcomes"
Mitchell Dannenberg, CLTC
April 23, 2015 "The Gay Divorcee - Marriage Equality Has Come to Florida. Now What?" (Note: This is on the FOURTH Thursday)
Luis Insignares, Esq.
March 19, 2015 “How to Recognize Early Signs of Memory Loss”
Dawn Moore & Chris Austin
February 26, 2015 Heckerling Update (Note: This is on the FOURTH Thursday)
Gregory J. Blurton
January 15, 2015 Ethics and Staying Mission Focused (Joint Meeting with PPP)
Dawn-Marie Driscoll, Author
December 18, 2014 Holiday Gathering
Scholarship/Awards Presentation
November 20, 2014 Ethics and Security When Using the Cloud in Your Estate Planning Practice
Panel
October 16, 2014 Nuptial Agreements - Myths and Realities Round 2
Jay Brett, Esq.
September 18, 2014 To Establish Your Trusts in Florida or Not to Establish Your Trusts in Florida? Berlinger v. Casselberry is the Question
Jonathan Gopman, Esq.
May 15, 2014 Captive Insurance
Francis P. Brown, JD, LL.M, MIM
April 17, 2014 Portability - The Cheese Has Moved - The Game Has Changed
Lester Law, Esq.
March 20, 2014 Probate/Trust/Guardianship Litigation
Matthew A. Linde, Esq.
February 27, 2014 Life Insurance Liquidation and Financial Instruments for Seniors
William Tray
January 16, 2014 Securing Florida’s Future: The 2030 Project
Tony Carvajal
December 19, 2013 Holiday Gathering
Scholarship/Award Presentation
November 21, 2013 Impact of the Health Care Law on Businesses and Individuals
Steven M. Davis, CPA & Erica Harp, CPA
October 17, 2013 Extraordinary Stimulus and Its Effect on Financial Markets
Kevin D. Pfleger
September 19, 2013 Nuptial Agreements - Myths and Realities
Jay A. Brett, JD
May 16, 2013 Choice of Entity & Estate Planning Considerations
Michael B. Hill, JD
April 18, 2013 What Every Florida Advisor Should Know About Delaware Trusts
Anne Marie Levin, JD, Key National Trust Fiduciary Advice Leader
March 21, 2013 Offshore Trust andThe Nevis Act
Jonathan E. Gopman, JD, LL.M.
February 21, 2013 Fiduciary Duties and Accounting
Amy McGarry, Esq.
January 17, 2013 Annuities
Carol Robinson
View Current Events