SWFEPC upcoming events

Distinguished Speaker Series - Heart and Soul: Techniques to Merge Family Dynamics and Estate Planning (Tuesday, November 17, 2026)

Tue, 17 Nov 2026 16:30:00 GMT

In partnership with the Community Foundation of Sarasota County, please join us for a Distinguished Speaker Series program.

Topic: Heart and Soul: Techniques to Merge Family Dynamics and Estate Planning

Speaker: Marve Ann Alaimo

Synopsis: This presentation will use case studies to identify social and emotional “side effects” of traditional tax driven estate plans and explore “empathetic, family friendly” planning alternatives.

Date: Tuesday, November 17, 2026

Registration and Lunch: 11:30 a.m.

Program: 12:00 p.m. – 1:00 p.m.

Location: Community Foundation of Sarasota County
2635 Fruitville Rd, Sarasota, FL 34237

SWFEPC Members: Click Here to Register

Please note: Guests of members are welcome to join with a SWFEPC member. The guest fee for this luncheon program is $25.

Registration Deadline: November 13, 2026
Please Note: In-person seating is limited, but online participation via Zoom is also available. Once the in-person capacity is reached, Zoom will be the only registration option.

For this program we are offering 1.0 credit for Attorneys, CFPs, CPAs, and Trust Officers.

ABOUT OUR SPEAKER
Marve Ann M. Alaimo is a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP and the chair of the firm’s Estate Planning & Wealth Protection practice group. As a Florida Bar Board Certified Wills, Trusts and Estates lawyer, Marve Ann has more than 28 years of experience in estate and charitable gift planning, probate and trust administration, as well as estate, trust and guardianship litigation. Marve Ann earned her Juris Doctor with honors from the University of Florida Levin College of Law and while there concentrated her legal studies in various aspects of tax law. After being admitted to the Florida Bar in 1997, she went on to earn a Master of Laws in Estate Planning from the University of Miami School of Law in 1998. Marve Ann is an active member of the Real Property, Probate and Trust Law Section of the Florida Bar and serves on its Executive Council as Vice-Chair of the Guardianship, Powers of Attorney and Advance Directives Committee. She is also an incoming Co-Chair of the Florida Bar’s Probate Rules Committee.

THANK YOU TO OUR PROGRAM SPONSOR:

Joint Councils Meeting 2027 (Tuesday, January 19, 2027)

Tue, 19 Jan 2027 22:15:00 GMT

In partnership with the Community Foundation of Sarasota County, please join us for a Distinguished Speaker Series program.

Date: Tuesday, January 19, 2027 – Joint Council Meeting

Speaker: Sam Donaldson

Topic: 2027 Federal Tax Update

Time: 5:15 p.m. – Registration and cocktails, 6:00 p.m. dinner and opening remarks

Program: 6:15 p.m. – 7:15 p.m.

Location: Michael’s On East

More details and registration information will be shared as we near this presentation.

THANK YOU TO OUR PROGRAM SPONSOR:

ABOUT OUR SPEAKER:

Michele A. W. McKinnon
Partner, McGuireWoods LLP

Michele McKinnon is a Partner in the Richmond, Virginia, office of McGuireWoods LLP and is a member of its Private Wealth Services Group and head of its Nonprofit and Tax-Exempt Organizations group. With 40 years of experience, she represents many public charities, major colleges and universities, supporting organizations, private foundations, and charitable trusts in all aspects of compliance with the federal tax laws, as well as with governance, endowment, and investment matters. Her work also includes planned giving, estate planning, and estate and trust administration.

She is a Fellow in the American College of Trusts and Estates Counsel and a member of its Board of Regents. She previously served as ACTEC’s Virginia State Chair and is a past Chair of its Charitable Planning and Exempt Organizations Committee. She lectures and writes regularly including presentations for Heckerling Institute on Estate Planning, ACTEC, ALI-ABA, Southern Federal Tax Institute, and Virginia CLE.

Ms. McKinnon received her B.A. degree from the University of Virginia (1982), her J.D. degree, magna cum laude, from the University of Richmond (1985), and her LL.M. in taxation from the College of William and Mary (1992).

February Meeting Sponsored by Take Care Private Duty Home Health Care (Tuesday, February 09, 2027)

Tue, 09 Feb 2027 22:15:00 GMT

Please save the date! Details will be published and registration will open as we near the event.

Date: Tuesday, February 9, 2026
5:15 p.m. – Registration, check-in and cocktails
6:00 p.m. – Dinner and program
7:25 p.m. – Closing remarks
Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239

Dinner Sponsored by Take Care Private Duty Home Health Care

March Meeting Sponsored by Forza Wealth Management (Tuesday, March 09, 2027)

Tue, 09 Mar 2027 22:15:00 GMT

Please save the date! Details will be published and registration will open as we near the event.

Date: Tuesday, March 9, 2027
5:15 p.m. – Registration, check-in and cocktails
6:00 p.m. – Dinner and program
7:25 p.m. – Closing remarks
Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239

Dinner Sponsored by Forza Wealth Management