October 4th Adviser Panel Discussion

When
October 04, 2017
11:30 AM - 1:00 PM
Location
Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

Registration

Member – $25.00
Non-Member – $30.00

Registration is closed

A Conversation with Advisers -
What Do Advisers Need From the Development Office?

Wednesday, October 4, 2017

Moderator:

Frank J. “Sandy” Rief, III, J.D., LLM.

Panel:

Trust Officer
Sarah Schelling Peet, J.D., LL.M
Vice President & Trust Officer
The Bank of Tampa

Trust & Tax Attorney
Rachel Albritton Lunsford, J.D., LLM
Barnett, Bolt, Kirkwood, Long, & Koche, P.A.

Financial Planner
Jon Brethauer, MBA, CFP, AIF
Executive Vice President
Provise Management Group, LLC

Accountant
Susan Thompson, CPA
Tax Principal
CS&L CPAs

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

LOCATION:
Holiday Inn St. Petersburg/Clearwater MAP
3535 Ulmerton Road
Clearwater, FL 33762

ANNUAL SPONSORS:
All Children’s Hospital Foundation
American Cancer Society
Community Foundation of Tampa Bay
USF Foundation, Office of Gift Planning
The Bank of Tampa
Saint Leo University

RSVP Deadline: Friday, September 29th

Reservations made before the reservation deadline:

$25.00 Members | $30.00 Guests

Questions? Email: admin@ppptampabay.org
NO SHOWS WILL BE INVOICED

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

charitablegiftplannerstampabay@gmail.com

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