PINELLAS COUNTY ESTATE PLANNING COUNCIL, INC.

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

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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

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March 23, 2020

Primer on Annuities and Understanding Investment Product Fees

David Abelson & Bob Chiavacci

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April 23, 2020

Joint meeting with Clearwater Bar Association

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May 18, 2020

Holistic Planning for Aging Adults - Panel Discussion

Leann Moore, Jennifer Shulman, Teresa Jackson, Jessica Lillesand

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February 19, 2020

Spring Social with Suncoast Estate Planning Council

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