2021 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 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. Please register using the form below.

Event Details

  • Date & Time: Wednesday, November 17, 2021, from 4-6pm. You can attend in person or via Zoom.
  • In Person: Humane Society of Sarasota County in the Education & Training Center, 2331 15th Street, Sarasota, FL 34237. Light refreshments will be provided.
  • Via Zoom: You'll receive the meeting link once you sign up. 
  • Questions: Contact Autumn Steiner, Senior 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.

Alisa M. Heedy

Williams Parker

Alisa M. Heedy is an associate attorney at Williams Parker. Alisa has been practicing as a Trusts and Estates attorney in Sarasota since 2016. She works with individuals and families to create and execute personal estate plans to plan for the future.

Elizabeth Rabbitt-Stephen, CFP®, CTFA

Truist Wealth

Elizabeth Stephen, CFP®, CTFA, is a Wealth Advisor for SunTrust, now Truist. Elizabeth has worked in the financial industry for over 16 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).

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.

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.
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Shelter Hours of Operation
Monday: Closed
Tuesday–Friday: 10am–6pm
Saturday: 10am–4pm
Sunday: Closed
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.
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Animal Clinic Hours of Operation
Monday: Closed
Tuesday–Friday: 8am–12:30pm 
(Closed for Lunch 12:30-1:30pm)
Tuesday–Friday: 1:30pm-5pm
Saturday: 8am–12pm
Sunday: Closed

© 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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