Planned Giving can be a confusing and intimidating subject. It’s filled with acronyms and tax language, plus it raises tough questions about our final wishes. At our Planned Giving Info Session, we hope to make the topic a little less confusing and intimidating. This is an information-only event where we will have a panel of attorneys, accountants, portfolio managers, and financial advisors and planners. They will provide valuable insight and answer your questions in an informal setting. There is no cost to attend and no obligation to make a gift of any kind.
Planned Giving is a very special way to support organizations and causes you care about, and to also fulfill your own financial goals and objectives. This event is appropriate for interested people of all ages and lifestyles. Please register using the form below.
Christopher J. Fowler is an associate attorney at Norton, Hammersley, Lopez and Skokos, P.A., and a member of their estate planning, estate administration, and asset preservation practice group, as well as their business and tax law practice group.
Alisa M. Heedy is an associate attorney at Williams Parker. Alisa has been practicing as a Trusts and Estates attorney in Sarasota since 2016. She works with individuals and families to create and execute personal estate plans to plan for the future.
Elizabeth Stephen, CFP®, CTFA, is a Wealth Advisor for SunTrust, now Truist. Elizabeth has worked in the financial industry for over 16 years in the Sarasota market. She has earned the CERTIFIED FINANCIAL PLANNER™ certification, Certified Trust Financial Advisor (CTFA), and is an Accredited Investment Fiduciary (AIF).
Jennifer Steube is a Senior Portfolio Manager for Synovus Bank Wealth Management and a Certified Investment Management Analyst (CIMA). She oversees investment portfolios, managing risk and return with customized asset allocation strategies.