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