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Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives

  • Thursday, November 16, 2017
  • 3:00 PM - 7:00 PM
  • Community Foundation

Retirement Accounts: Planning Optimal Outcomes
for Family and Charitable Objectives


Registration Deadline: Thursday, November 9, 2017


Guest fee is $55.00. Please submit payment to
SWFEPC for all guests.

Event Location:
COMMUNITY FOUNDATION OF SARASOTA COUNTY
2635 Fruitville Road
Sarasota, FL 34237

Event Time:
Registration & Social 3:00pm  
Presentation and Dinner 3:30pm-5:30pm   
 Invitation Code: HOYT111617

Sponsored by:

 
 
Christopher Hoyt, is a Professor of Law at the University of Missouri Kansas City School of Law where he teaches courses in the area of federal income taxation and business organizations.  Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri.  He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

Professor Hoyt has served as the Chair of the American Bar Association's Committee on Charitable Organizations (Section of Trusts and Estates) and he serves on the editorial board of Trusts and Estates magazine.  He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.


To RSVP for the November 16, 2017 meeting:

  1. Members must RSVP no later than Thursday, November 9, 2017
  2. Click this link which will bring you to the Community Foundation Registration site:
    https://cpevents.communityforce.com/Conference/ConferenceDisplay.aspx?6F746F4676333331317A66635171622B754F45646C4C335A706F493831347176    
  3. If you have previously established a login at the Community Foundation enter your User ID and Password; Leave Login as Selection = User    

  4. If you haven’t previously established a login select: First Time User – Sign Up.

  5. Once you have logged in: 

    1. Enter the Invitation Code: HOYT111617 (case sensitive) and click “verify”
    2. Review and correct, if necessary, your personal information, which will be used for your CE.
    3. Check the CE Certificate category that applies to you and be sure to provide the last four digits of your SSN for CFP credit. 
    4. If you are registering a guest, please provide your guest’s full name and phone number.
    5. Click Submit and Continue with Registration. You will receive an email confirmation immediately after submitting.    




Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:
admin@swfepc.org

Address:
PO Box 2098
Sarasota, FL 34230