HSSC Offers Free Planned Giving Info Session

November 16, 2020 – Sarasota

HSSC Offers Free Planned Giving Info Session

The Humane Society of Sarasota County will host a free, online informational session on planned giving on November 18, 2020 from 4 to 6 pm. The event is open to all in the community who want a better understanding of estate planning terms and tax language, and helpful answers to tough questions about final wishes.

Speakers include a panel of HSSC Board Members who are attorneys, accountants, portfolio managers, and financial advisors and planners. There is no cost to attend and no obligation to make a gift of any kind.

Panelists include:

• Christopher J. Fowler is an associate attorney at Norton, Hammersley, Lopez and Skokos, P.A.,
• Elizabeth Stephen, CFP®, CTFA, AIF® is Vice President within the SunTrust GenSpring Private Wealth Management in Southwest Florida.
• Jennifer Steube is a Senior Portfolio Manager for Synovus Bank Wealth Management and a Certified Investment Management Analyst (CIMA).
• Heather Williams, CPA/CFP with Kerkering, Barberio & Co. 

To attend, you will need an Internet connection and a connected device. You’ll receive the meeting link once you sign up. Register through the link available on this page: https://hssc.org/give/planned-giving/2020-info, or contact Autumn Steiner, Senior Director of Philanthropy, at 941.955.4131 x121.