Calendar of Events 2023-2024

Thursday, September 14, 2023 5:15pm-6:15pm

Joint Kick-Off Happy Hour with Planned Giving Council

Venue: Sailfish Brewing Company 2855 Ocean Drive Vero Beach, FL 32963

Thursday, October 19, 2023 5:15pm-7:00pm

Venue: Quail Valley River Club 2345 Highway A1A, Vero Beach, FL 32963
Speaker: Dillon L. Roberts (Business Succession in Estate Administration)
Sponsor: Gould Cooksey Fennell, PLLC

Thursday, November 16, 2023 5:15pm-7:00pm

Venue: Quail Valley River Club 2345 Highway A1A,Vero Beach, FL 32963
Speakers: Introductory Speaker: Honorable Victoria L. Griffin, Circuit Judge
Main Speakers: Frank Schlitt & Samia Bennouna (Corporate Transparency Act)
Sponsors: Offutt Barton Schlitt & United Way Foundation

Thursday, February 8, 2024 5:15pm-7:00pm

Venue: Quail Valley River Club 2345 Highway A1A, Vero Beach, FL 32963
Speaker: Joshua Landsman, JD, LLM & Patrick Farrah, JD, LLM ("Take it to the Bank: Drafting and Planning Considerations when Involving a Corporate Trustee")
Sponsor: Wilmington Trust

Thursday, May 2, 2024 5:15pm-7:00pm

Joint Meeting with Planned Giving Council
Venue: Quail Valley River Club 2345 Highway A1A, Vero Beach, FL 32963
Speaker: Bryan Clontz, President of Charitable Solutions, LLC
Sponsor: Indian River Community Foundation