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Distinguished Speaker Series: Advanced Planning and Valuation Strategies for Life Insurance Assets

  • Tuesday, September 15, 2026
  • 11:30 AM - 1:00 PM
  • Community Foundation of Sarasota County, 2635 Fruitville Rd, Sarasota, FL 34237

In partnership with the Community Foundation of Sarasota County, please join us for a Distinguished Speaker Series program.

Date: Tuesday, September 15, 2026

Speaker: Jamie Mendelsohn

Topic: Advanced Planning and Valuation Strategies for Life Insurance Assets

Time: 11:30 a.m. – Registration and lunch

Program: 12:00 p.m. – 1:00 p.m.

Location: Community Foundation of Sarasota County
2635 Fruitville Rd, Sarasota, FL 34237

More details and registration information will be shared as we near this presentation. 

THANK YOU TO OUR PROGRAM SPONSOR: 


        

Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:
admin@swfepc.org

Address:
PO Box 2098
Sarasota, FL 34230