Challenges and opportunities planners face when working with business owners navigating the exit planning process: Charitable planning is a great tool to help with a smooth transition.
Presented by:
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Scott Couchenour is a seasoned "fourth quarter" life and business strategist dedicated to empowering high-achieving individuals over 45 to take command of their futures. With nearly three decades of executive leadership experience as a COO and CEO, Scott excels at guiding accomplished leaders through pivotal life transitions, offering clarity and actionable strategies to realign their lives and businesses. Scott’s expertise extends into the realm of exit and legacy planning, helping business owners navigate the human side of transition. He understands that exits are more than financial transactions—they are deeply personal transformations that require identity, purpose, and legacy considerations. By helping entrepreneurs envision their post-exit lives, Scott ensures they move forward with confidence, fulfillment, and a well-defined legacy. His approach combines visionary planning with iterative execution, ensuring tangible results and sustainable growth. His clients consistently surpass their own expectations, unlocking potential and achieving transformative breakthroughs. Beyond his professional pursuits, Scott cherishes his roles as a devoted husband, father, and proud "Poppy" to his grandchildren. A pianist, spreadsheet enthusiast, and avid coffee connoisseur, he infuses passion and precision into every facet of his life. Connect with Scott: ● LinkedIn: https://www.linkedin.com/in/scottcouchenour/ ● Website: https://www.servingstrong.com
Wednesday, May 14, 2025
11:30 a.m. Networking
Noon Program and Lunch
Please RSVP
Meeting will be held:
Goodwill Business Center
10596 Gandy Blvd St. Petersburg FL 33702
Mark your Calendars!
June 11, 2025
Post- Death Estate Litigation: Navigating Legal and Other Challenges for Charities
July 9, 2025- CGP Social
CAP Speakers, CAP Study Group and Estate Planning Councils
August 26, 2025- Symposium
VIRTUAL LINK
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Join the meeting now
Meeting ID: 264 039 259 73
Passcode: j7r3Mr3P
CGP Tampa Bay Members - Free
Guests - $15.00
Please register to be sent the link/code to join the Session.
IN-PERSON and LUNCH
CGP Tampa Bay Members - Free
Guests - $35.00
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ANNUAL SPONSORS:
American Cancer Society
Community Foundation Tampa Bay
Goodwill Industries - Suncoast, Inc.
Johns Hopkins All Children’s Hospital Foundation
SPCA Tampa Bay
TOP Jewish Foundation
USF Foundation, Office of Gift Planning
The
mission of Charitable Gift Planners of Tampa Bay (formally the
Partnership for Philanthropic Planning of Tampa Bay) is to foster
awareness and to provide an effective forum for education,
communication, networking and collaboration for our gift planning
community.