2019 Planned Giving Info Session

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.

Event Details

  • Date & Time: Wednesday, November 20, 2019, from 4-6pm.
  • Location: Humane Society of Sarasota County in the Education Center: 2331 15th Street, Sarasota, FL 34237. Look for the building with the "Education Center" sign near the street.
  • Parking: Education Center lot or the adjacent Adoption Center lot.
  • Dress Code: Casual
  • Light Refreshments Provided
  • Guests are welcome and pre-registration is not required.
  • Please do not bring personal pets.
  • Questions: Contact Autumn Steiner, Director of Philanthropy, at 941.955.4131 x121.

Panelists

Christopher J. Fowler, Esq., LL.M.

Norton, Hammersley, Lopez & Skokos, P.A.

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 Rabbitt-Stephen, CFP, CTFA

SunTrust Private Wealth Management

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

UBS Financial

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, CIMA®

Synovus Wealth 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, CPA

Myers & Company CPA

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.


Registration Form

THE HUMANE SOCIETY OF SARASOTA COUNTY
2331 15th Street | Sarasota, FL 34237 | 941.955.4131 | This email address is being protected from spambots. You need JavaScript enabled to view it.
THE ANIMAL CLINIC OF HSSC
1090 North Tuttle Ave | Sarasota, FL 34237 | 941.364.3605 | This email address is being protected from spambots. You need JavaScript enabled to view it.

© 2019 Humane Society of Sarasota County. All Rights Reserved. Privacy Policy | AccessibilitySite Map

THE HUMANE SOCIETY OF SARASOTA COUNTY, INC., IS A PRIVATE, NON-PROFIT 501(C)(3) CORPORATION REGISTERED WITH THE FLORIDA DEPARTMENT OF AGRICULTURE & CONSUMER SERVICES, REGISTRATION NUMBER CH239, AND RECEIVES 100% OF ALL DONATED FUNDS. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 WITHIN THE STATE OR ONLINE AT WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.

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