In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program presented by Jere Doyle.
Tuesday, January 16, 2024 – Joint Councils Meeting
4:30 p.m. - Registration check in and cocktails
5:15 p.m. - Dinner and opening remarks
5:30 p.m. - 7:30 p.m. - Program
Location: Michael’s On East, 1212 East Ave. South, Sarasota, FL 34239
Topic: Business Succession Planning
Synopsis: This program will discuss the tax and personal aspects of transferring an interest in a closely held business to the next generation, employees or to a third party.
Speaker: Jere Doyle
Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.
Link to register: Click Here to Register * Please note all attendees must register through the link provided here.
Registration Deadline: January 12, 2024
(Offices will be closed on Monday, January 15, 2024, in observance of Martin Luther King Jr Day.)
This event is included as part of the full season of complimentary events for SWFEPC members.
Guest Fee: $90 (Note: Please register guests through the Community Foundation of Sarasota County's website. You will receive a separate invoice for any guest reservations from the Southwest Florida Estate Planning Council. Please prepare to remit payment via check when arriving at the event or pay online via credit card once the invoice is received.)
For this program we are offering 2.0 hours of continuing education for Attorney, CFP, CPA, and Trust Officer.
Special Thanks to:
Address:PO Box 2098Sarasota, FL 34230