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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, November 22, 2024
    • 9:00 AM - 10:00 AM
    • Zoom
    Register

    AARP ADVOCACY:
    LEGISLATIVE UPDATE

    Friday, November 22, 2024

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

    presented by:


    Join us as AARP Florida provides an interactive review of the 2024 legislative session and preview of 2025. Come learn how what happens in Tallahassee affects us all and even the rest of the country. This session will discuss how all the pieces fit together; background on key legislative, budgetary and public policy issues including health care, long term care, utilities and consumer protections that are of interest to Floridians 50+.

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    Friday - November 22, 2024

    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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    Applied for CEU, CLE, and CTFA

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    SPEAKER BIO:

    ZAYNE SMITH ~ Zayne Smith is the Director of Advocacy for AARP Florida, working in the St. Petersburg and Tallahassee offices.  She directs AARP advocacy efforts and strategy on a wide range of issues including prescription drugs, long-term care, utilities, guardianship, elections, state budget and housing issues. She has represented AARP Florida on the Working Interdisciplinary Network of Guardianship Stakeholders, Guardianship Improvement Task Force, Sadowski Coalition, Professional Fiduciary Council of Florida, Department of Elder Affairs Florida State Plan on Aging Advisory Group, National Energy and Utility Affordability Coalition and the Florida Don’t Text & Drive Coalition.

    Prior to working with AARP, Zayne worked as a lawyer/lobbyist on health, poverty and immigration issues throughout Alabama and the Southeast for Alabama Appleseed Center for Law & Justice where she presented testimony to the U.S. Department of Justice, Department of Homeland Security and U.S. Human Rights Coalition. Zayne holds a Juris Doctorate from Thomas Goode Jones School of Law and B.A. in History & Journalism from the University of West Alabama. She earned a certification in utility ratemaking at the National Association of Regulatory Utility Commissioners Rate School. Zayne was born and raised in Dallas, Texas and is a member of the Choctaw Nation of Oklahoma.

    CHANTE' JONES ~ Chante’ Jones serves as the Associate State Director of Advocacy for AARP Florida, where she serves as registered lobbyist to devise and execute advocacy strategies across local, state, and federal levels. She collaborates with diverse teams and external partners to achieve the organization's objectives. Chante’ effectively represents organizational interests before legislative bodies, evaluates legislation alignment, and monitors impending bills that could impact strategic objectives.

    Prior to her current role, Chante’ held the position of Executive Director at the Office of Public and Professional Guardians within the Department of Elder Affairs, overseeing the registration, regulation, and oversight including discipline of over 650 professional guardians and 17 public guardian offices statewide.

    Chante’ is a Florida Bar attorney and earned her Juris Doctorate from Barry University School of Law in 2018, following a notable career spanning over two decades with Verizon Communications. Beyond her professional commitments, serves as an advisory board member for the Professional Fiduciary Council of Florida and she contributes her expertise to various committees with the Florida Bar and serves as Chair of the Inclusion, Diversity, and Engagement for the Elder Law section of the Florida Bar. Additionally, Chante’ is a member of the Delta Sigma Theta Sorority, Inc.

Past events

Friday, October 25, 2024 October 2024 Fiduciary Friday: Changes to Florida's Baker Act & Marchman Act
Friday, September 27, 2024 CANCELLED - September 2024 Fiduciary Friday - AARP Advocacy: Legislative Update
Friday, August 30, 2024 August 2024 Fiduciary Friday - MISSION: CRITICAL - Clarifying your Fiduciary Duties BEFORE Acceptance AND Executing Your Fiduciary Marching Orders!!
Friday, July 26, 2024 July 2024 Fiduciary Friday - What is a Bond? What is E&O Insurance? What is Liability Insurance?
Friday, June 28, 2024 June 2024 Fiduciary Friday - Common Problems and Confusion when Dealing with Real Estate in: Probate, Guardianships, Trusts and POA
Friday, March 29, 2024 March 2024 Fiduciary Friday - Exploring Best Practices & Ethical Challenges for Guardians & Fiduciaries
Friday, February 23, 2024 February 2024 Fiduciary Friday - Struggles with "drug" and other behavior modification provisions when a Trustee or POA!!!
Friday, January 26, 2024 January 2024 Fiduciary Friday - Timeshares, Cemetery Plots, Planes & Crypto!
Tuesday, January 16, 2024 Executive Board Meeting - Professional Fiduciary Council of Florida
Tuesday, November 21, 2023 Executive Board Meeting - Professional Fiduciary Council of Florida
Friday, November 17, 2023 November 2023 Fiduciary Friday: Planning & Drafting for a Smooth Estate Administration: A Fiduciary's Perspective
Friday, October 27, 2023 Physical Fitness options for your Wards or Clients - October 2023 Fiduciary Friday
Friday, September 29, 2023 POWER HOUR AND FAQs with Laird Lile, Esq. Founding Board Member and Underwriter, and Betsy Leslie, JD., Professional Fiduciary and Board Member
Friday, August 25, 2023 Trust Settlement Agreements and the role of the Fiduciary - August 2023 Fiduciary Friday
Friday, July 28, 2023 Red Flags when moving into a facility and Red Flags while in a facility! - July 2023 Fiduciary Friday
Friday, June 30, 2023 Exploring the duties and responsibilities of the “Prudent Investor Rule” and selection of an investment advisor. - June 2023 Fiduciary Friday
Friday, May 26, 2023 Undue Influence….How to recognize it and what are a fiduciary's responsibilities! - May 2023 Fiduciary Friday
Friday, April 28, 2023 The Ins and Outs of Community Foundations - April 2023 Fiduciary Friday
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
PO Box 430
St. Petersburg, FL 33731
727-350-4049

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