Next Meeting:
Wednesday, February 19, 2020
Spring Social with Suncoast Estate Planning Council
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December 16, 2019
IRA Legislation/Planning & Trust Panel Discussion
Rick Buschart, Linda Griffin & Suzanne Patrick
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January 27, 2020
Tax Update
Paul Dunham, CBIZ
February 24, 2020
Behind the Numbers:The Story within Nonprofit 990's & Audited Financial Statements
Nancy Ridenour, Executive Vice President & Chief Strategy Officer at Habitat for Humanity of Pinellas and West Pasco Counties
March 23, 2020
Primer on Annuities and Understanding Investment Product Fees
David Abelson & Bob Chiavacci
April 23, 2020
Joint meeting with Clearwater Bar Association
May 18, 2020
Holistic Planning for Aging Adults - Panel Discussion
Leann Moore, Jennifer Shulman, Teresa Jackson, Jessica Lillesand
February 19, 2020
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