In partnership with the Southwest Florida Estate Planning Council, the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program presented by Jere Doyle.
Tuesday, January 16, 2024 – Joint Councils Meeting
4:30 p.m. - Registration check in and cocktails
5:15 p.m. - Dinner and opening remarks
5:30 p.m. - 7:30 p.m. - Program
Location: Michael’s On East, 1212 East Ave. South, Sarasota, FL 34239
Topic: Business Succession Planning
Synopsis: This program will discuss the tax and personal aspects of transferring an interest in a closely held business to the next generation, employees or to a third party.
Speaker: Jere Doyle
Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.
For this program we are offering 2.0 hours of continuing education for Attorney, CFP, CPA, and Trust Officer.
Registration Details:
As a benefit of Charitable Gift Planners of Southwest Florida membership, our members are invited to participate at a discounted rate of $40/CGPSWFL member. Please simply select "CGPSWFL" when completing the registration process. For non-members who would like to register as your guest, a $90 guest registration fee is required. After registering through the Community Foundation of Sarasota County's website, event attendees will receive a separate invoice from the Charitable Gift Planners of Southwest Florida. (For those who participate as a member of multiple organizations, please register as a Southwest Florida Estate Planning Council member if you are active with the SWFEPC.)
Click Here to Register * Please note all attendees must register through the link provided here.
Registration Deadline: January 12, 2024
(Offices will be closed on Monday, January 15, 2024, in observance of Martin Luther King Jr Day.)
Special Thanks to:
