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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.

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October 4th Adviser Panel Discussion

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

Registration


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

admin@ppptampabay.org

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