Tue, March 8th 2022 Tri County Estate Planning Council Meeting

Date: Tuesday, March 8, 2022
Time: 12:00pm - 1:00pm
Location: Sharon Morse Medical Center
Speaker: Anna Maria Eades & Andrea Fourman of the University of Florida

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NOTE: the classroom we have been using is not available. As a result, we will meet at the Sharon Morse Medical Center.

 

Directions: Go north on Highway 441/27 to Bella Cruz (first light after Morse Rd.), turn left at light, make a left turn into the Sharon Morse Medical Center parking lot, enter the main door to the lobby, take the elevators to the 2nd floor, exit elevator and make a right and then another right to Room 520. 

 

Program/Topic:

Overview of the University of Florida Advancement and University of Florida Advisors Network

Testamentary CRTs Funded with IRA Assets

 

Speakers:

Anna Maria Eades, Senior Director

Estate & Gift Planning

University of Florida Advancement

 

Andrea Fourman, JD, Director of Development

Estate & Gift Planning

University of Florida Advancement

 

 

Here is the 2022 Calendar:

 

Tue, Jan 11, 2022 (CANCELED)
Tue, Mar 8, 2022
Tue, May 10, 2022 (Annual Social Event: time TBD)
Summer Break
Tue, Sept 13, 2022
Tue, Nov 8, 2022

See Upcoming Event Calendar