Planned Giving can be a confusing and intimidating subject. It’s filled with acronyms and tax language, plus it raises tough questions about our final wishes. At our Planned Giving Info Session, we hope to make the topic a little less confusing and intimidating. This is an information-only event where we will have a panel of Humane Society of Sarasota County Board Members who are attorneys, accountants, portfolio managers, and financial advisors and planners. They will provide valuable insight and answer your questions in an informal setting. There is no cost to attend and no obligation to make a gift of any kind.
Planned Giving is a very special way to support organizations and causes you care about, and to also fulfill your own financial goals and objectives. This event is appropriate for interested people of all ages and lifestyles. Pre-registration is appreciated but not required. Please use the registration form at the bottom of the page.
Christopher J. Fowler is an associate attorney at Norton, Hammersley, Lopez and Skokos, P.A., and a member of their estate planning, estate administration, and asset preservation practice group, as well as their business and tax law practice group.
Elizabeth Stephen, CFP®, CTFA, AIF® is Vice President within the SunTrust GenSpring Private Wealth Management in Southwest Florida. Elizabeth has worked in the financial industry for over 14 years in the Sarasota market. She has earned the CERTIFIED FINANCIAL PLANNER™ certification, Certified Trust Financial Advisor (CTFA), and is an Accredited Investment Fiduciary (AIF).
Justin K. Leins joined UBS as a Financial Advisor in 2012 and is a co-founder of The Heritage Group. His investment planning process is highly detail-oriented and centered on core tenets of diversification and risk management.
Jennifer Steube is a Senior Portfolio Manager for Synovus Bank Wealth Management and a Certified Investment Management Analyst (CIMA). She oversees investment portfolios, managing risk and return with customized asset allocation strategies.
Brent J. Myers's public accounting experience in accounting and tax emphasizes his knowledge on individual, corporate, estates and trusts, construction, and real estate development.