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FIDUCIARY FRIDAY WEBINARS

The Professional Fiduciary Council of Florida is hosting a series of one-hour webinars for our members and the public! Our speakers are some of the most knowledgeable and sought-after speakers in Florida on important topics related to fiduciary responsibilities. Each of these webinars takes place on the last Friday of the month from 9 to 10 a.m. – and you can participate from the comfort of your computer!

CLE and CEU education credits available.

Upcoming events

    • Friday, April 28, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, April 28, 2023

    9:00 a.m. - 10:00 a.m.

    The Ins and Outs of Community Foundations

    Presented by Laurie Valentine, JD 


    This session will explore what a community foundation is; what a community foundation does; and how someone who wants to make a gift to charity can do that at a community foundation.

    Laurie Valentine, JD, currently serves as Counsel, Philanthropic Giving for Community Foundation Tampa Bay (CFTB). In that position she serves as a charitable advisor on a variety of philanthropic and estate planning topics for donors and professional advisors. She also provides legal guidance to CFTB leadership and staff to ensure all gift documentation reflects not only donor intentions but can also be effectively managed and implemented by CFTB. Prior to joining CFTB in July 2022, Laurie was in private law practice in St. Petersburg, Florida (1982-1994) and (2017 – 2022) practicing in the areas of estate planning, charitable gift planning, and probate and trust administration.

    In between her years in private practice, she served 23 years as Trust Counsel and Chief Operating Officer for the Kentucky Baptist Foundation in Louisville, Kentucky (1994-2017). Laurie received her BA in Speech Pathology from the University of Florida and her JD from the Levin College of Law at University of Florida. She grew up in the Tampa Bay area and currently resides in St. Petersburg.

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    Friday - April 28, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

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    THANK YOU TO OUR SPONSOR!


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    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, May 26, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, May 26, 2023

    9:00 a.m. - 10:00 a.m.

    Undue Influence….OH MY!

    How to recognize it and what to do with it!

    Presented by SHANNON M. MILLER, B.C.S

    Shannon M. Miller is a Florida Bar board certified attorney specializing in Elder Law, practicing in Gainesville, Florida. In 2012, Shannon served as a drafting member of the Financial Exploitation of Vulnerable Adults Workgroup, led by Florida State Senator Kathleen Passidomo. That statute (§ 825.103) became law in 2014, creating groundbreaking tools for law enforcement, prosecutors and civil practitioners to crack down on the exploitation of our most vulnerable citizens. In 2018, Shannon, as part of the Elder Law Section, created new legislation relating to injunctions against exploitation and freezing stolen assets (Fla. Stat. § 825.1035). Shannon has been instrumental in rolling out the Exploitation Injunction law across the state of Florida and assisted in the drafting of the new Attorney General/Elder Law Section HB 1041 for new and powerful Anti-Exploitation laws effective July 1, 2021.

    Shannon served as President of The Academy of Florida Elder Law Attorneys, currently serves on the Florida Joint Public Policy Task Force for the Elderly and Disabled, served as Chairperson of the Legislative Committee of the Elder Law Section and now serves as Vice Chair of the Elder Law Section of the Florida Bar.

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    Friday - May 26, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!


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    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, June 30, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, June 23, 2023

    9:00 a.m. - 10:00 a.m.

    Exploring the duties and responsibilities of a Prudent Investor and selection of investment advice!

    Presented by Darby Jones, JD
    Zack Zuroweste, Esq. and Bob Persante, Esq.

         

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    Friday - June 23, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, July 28, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, July 28, 2023

    9:00 a.m. - 10:00 a.m.

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    Friday - July 28, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, August 25, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register
    • Friday, September 29, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, September 29, 2023

    9:00 a.m. - 10:00 a.m.

    TBD

    Presented by  Laird Lisle, Esq. 

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    Friday - September 29, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!

    Tampa Bay Fiduciary LLC.

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    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, October 27, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, October 27, 2023

    9:00 a.m. - 10:00 a.m.

    Physical Fitness options for your Wards or Clients

    Presented by In Home Senior Fitness

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    Friday - October 27, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, November 17, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, November 17, 2023

    9:00 a.m. - 10:00 a.m.

    Standards of Practice and Ethics for Guardians and Fiduciaries

    Presented by Lenny Burke

    And Stephanie Cook, Esq.

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    Friday - November 17, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for

Past events

Friday, March 10, 2023 4th Annual Conference - REGISTRATION
Friday, March 10, 2023 4th Annual Conference - SPONSORSHIP
Friday, February 24, 2023 Pet Planning! Pros and Cons of Pet Trusts - February 2023 Fiduciary Friday
Friday, January 27, 2023 The "Business" of being a Professional Fiduciary - January 2023 Fiduciary Friday
Friday, November 18, 2022 Choosing the Right Facility - November 2022 Fiduciary Friday
Friday, October 28, 2022 Legislative Update! October 2022 Fiduciary Friday
Friday, September 30, 2022 CANCELLED - Choosing the Right Facility - September 2022 Fiduciary Friday
Friday, August 26, 2022 Did you ever wonder...what Judges really think and expect? August 2022 Fiduciary Friday
Friday, July 29, 2022 Trustee Discretion, Do You Know it When You See it? July 2022 Fiduciary Friday
Friday, June 24, 2022 June 2022 Fiduciary Friday - Did You Ever Wonder...How to Deal with Difficult Situations
Friday, May 27, 2022 May 2022 Fiduciary Friday - Death with Dignity and Difficult Ethical Questions - Eamonn W. Gunther, Esq.
Friday, April 29, 2022 April 2022 Fiduciary Friday - How to Protect Your Clients from Gender Bias Today
Friday, March 25, 2022 March 2022 Fiduciary Friday - Responsibilities of a Health Care Surrogate
Friday, February 25, 2022 3rd Annual Conference - REGISTRATION
Friday, February 25, 2022 3rd Annual Conference - SPONSORSHIP
Friday, January 28, 2022 January 2022 Fiduciary Friday - Did You Ever Wonder...How to Work with DCF
Friday, November 19, 2021 November Fiduciary Friday
Friday, October 22, 2021 October Fiduciary Friday
Friday, September 24, 2021 September Fiduciary Friday

Professional Fiduciary Council of Florida
3637 4th Street North, Suite #270
St. Petersburg, FL 33704
727-350-4049

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