The Estate Planning Council of the Fun Coast
and the Community Foundation of Volusia & Flagler
Proudly present the
2016 FINANCIAL SYMPOSIUM
At the new Motorsports Hall of Fame of America, Daytona Beach
3.0 CEU Credits for CPAs, CFPs and CLEs
$25 per person includes ...
Speedway buffet breakfast
Keynote address by Motorsports Hall of Fame President - Ron Watson
Motorsports Hall of Fame VIP Tour
TABLE & PROGRAM SPONSORSHIPS AVAILABLE
For more information, contact Bill Ward at
386-275-1943 or wward@uwvfc.org
Planning for the Future:
Ways to Fulfill Your Charitable Vision
GUEST SPEAKERS
Kimm A. Dodaro, BA/Finance
Senior Real Estate Strategist, Walter Joseph Group LL.C.
Chicago, IL
Topic: Real Estate as an Asset Class in Charitable Investment
Objective: Review of strategies and benefits of
gifting real estate with case studies
Time: 8:40 – 9:30 AM 1.0 CEU hour
Bradford B. Gornto, JD., LL.M.
Principal, Gornto Law, PLLC., Effectual Giving, LL.C.
Ormond Beach, FL
Topic: Timely Charitable Planning Strategies
to Consider for 2016 Tax Purposes
Objective: Review of Charitable Lead Trusts for income
tax purposes, pending legislation,
and options on deferred compensation
Time: 9:40 – 10:30 AM 1.0 CEU hour
Ron Watson, JD
President, Motorsports Hall of Fame of America
Daytona Beach, FL
Topic: Estate Planning Lessons of
A Sports-Affiliated Foundation
Objective: Review of the history and goals of the
MSFH Museum and its Foundation
with profiles of its stakeholders
Time: 10:40 – 11:30 AM 1.0 CEU hour
Free Museum Tour and IMAX Presentation offered to attendees immediately following
RSVP: wward@uwvfc.org or 386-275-1943
