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    • Tuesday, October 13, 2026
    • 5:15 PM - 7:30 PM
    • Sarasota Garden Club, 1131 Boulevard of the Arts, Sarasota, FL 34236
    • 42
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    Each year, the Southwest Florida Estate Planning Council invites a local organization to provide a meaningful update about issues affecting our community and programs making a positive impact. This annual event is known as our "Charity Night." On October 13th, we look forward to learning more about The Bay, and all they are doing in our community! 

    Founding CEO A.G. Lafley joins us to share the story about how The Bay was formed, today's programs and special places, and its mission in our community today - and tomorrow - to serve as One Park for All. 

    Charity Night with The Bay
    Tuesday, October 13, 2026

    5:15 p.m. – 6:00 p.m. -  Happy Hour
    6:00 p.m.  – 7:00 p.m. - Remarks from A.G. Lafley
    7:00 p.m. - Sunset Exploration (Guests will have the opportunity to walk the gardens and explore the bay) 

    Location: Sarasota Garden Club
    1131 Boulevard of the Arts, Sarasota, FL 34236
    We look forward to gathering at the Sarasota Garden Club, a gorgeous 1960 mid-century Sarasota School of Architecture building with its floor-to-ceiling windows, an outdoor patio and pristine botanical gardens. 

    Registration Deadline: Thursday, October 8

    This program is free for SWFEPC members, with guests of members encouraged to attend! Members are welcome to include their guests when registering. Guest Fee: $50



    About The Bay


    The Bay is a signature public park along Sarasota Bay. Designed to be “One Park for All,” The Bay is open and accessible, free and welcoming to the full and rich diversity of the community, now and for generations to come.

    The Bay conserves, preserves, restores and transforms 53 acres of precious city-owned land along Sarasota Bay from what was mostly parking lot into a blue and green oasis – providing a sustainable bayfront gathering place for the community to experience and enjoy a wide range of park uses, free programs and events.

    The first 10-acre phase of the park opened in October 2022. Design and development of Phase 2, the next 14-acre $65 million development, is fully funded and underway with expected completion in 2027. The completed park in total will cost an estimated $200 million and will take approximately 8-10 years to complete over four or more phases.

    Guiding Principles:

    • One Park for All: Enables community aspirations to become everyday realities. Free and welcoming, open and accessible to the full and rich diversity of the community, now and for generations to come.
    • Transformation: A living learning laboratory that is transforming a parking lot into a signature public park along Sarasota Bay.
    • Blue & Green Oasis: Conserves, preserves, restores and transforms 53 acres of precious city-owned land along Sarasota Bay into a blue and green oasis, beginning with the first & best use of the land and water.
    • Sustainable in Every Way: Great parks help make great cities. A park that is financially feasible, operationally doable, and environmentally sustainable – built and operated to last for generations to come.
    • A Gathering Place: What will you do at The Bay today? There’s something for everyone to enjoy. The Bay is an enlivened destination encouraging people to come together, to share with family and friends, to enjoy being with nature and to experience new and favorite activities.
    • A Community of Partnerships: A community of partnerships enables The Bay to be “One Park for All.” Thanks to the countless citizens, groups, partners, foundations, businesses, government and others who contribute their time and talents, hard work and hard-earned money to help ensure the aspirations of the community are realized every day at The Bay.

    The Bay Park Conservancy

    The Bay Park Conservancy (BPC) is a 501(c)(3) non-profit responsible for designing and implementing the Master Plan approved by the Sarasota City Commission to conserve, preserve, restore and transform 53 acres of precious city-owned land along Sarasota Bay into a blue and green oasis – providing a sustainable bayfront gathering place for the community to experience and enjoy a wide range of park uses, free programs and events. The BPC entered into a long-term partnership with the City to help fund, develop, operate, maintain and program the park for the benefit of the community now, and for generations to come.

    About Our Speaker: A.G. Lafley 

    A.G. Lafley is a business mentor, author, philanthropist, nonprofit leader, and former Chairman and CEO of Procter & Gamble (P&G), where he served for 13 years.

    A graduate of Hamilton College and Harvard Business School, Lafley is known for his expertise in leadership, strategy, and innovation. He is the co-author of Playing to Win and The Game Changer and has written extensively for the Harvard Business Review.

    In recent years, Lafley has focused more of his leadership on small businesses, nonprofits, philanthropy, and public-private partnerships that advance civic goals.

    • Tuesday, November 17, 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, November 17, 2026

    Speaker: Marve Ann Alaimo

    Topic: Heart and Soul: Techniques to Merge Family Dynamics and Estate Planning

    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: 


            

    • Tuesday, January 19, 2027
    • 5:15 PM - 7:30 PM
    • Michael's On East, 1212 East Ave South, Sarasota, FL 34238

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

    Date: Tuesday, January 19, 2027 – Joint Council Meeting

    Speaker: Sam Donaldson

    Topic: 2027 Federal Tax Update

    Time: 5:15 p.m. – Registration and cocktails, 6:00 p.m. dinner and opening remarks

    Program: 6:15 p.m. – 7:15 p.m.

    Location: Michael’s On East

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

    THANK YOU TO OUR PROGRAM SPONSOR: 

            


    ABOUT OUR SPEAKER:

    Michele A. W. McKinnon
    Partner, McGuireWoods LLP

    Michele McKinnon is a Partner in the Richmond, Virginia, office of McGuireWoods LLP and is a member of its Private Wealth Services Group and head of its Nonprofit and Tax-Exempt Organizations group. With 40 years of experience, she represents many public charities, major colleges and universities, supporting organizations, private foundations, and charitable trusts in all aspects of compliance with the federal tax laws, as well as with governance, endowment, and investment matters. Her work also includes planned giving, estate planning, and estate and trust administration.

    She is a Fellow in the American College of Trusts and Estates Counsel and a member of its Board of Regents. She previously served as ACTEC’s Virginia State Chair and is a past Chair of its Charitable Planning and Exempt Organizations Committee. She lectures and writes regularly including presentations for Heckerling Institute on Estate Planning, ACTEC, ALI-ABA, Southern Federal Tax Institute, and Virginia CLE.

    Ms. McKinnon received her B.A. degree from the University of Virginia (1982), her J.D. degree, magna cum laude, from the University of Richmond (1985), and her LL.M. in taxation from the College of William and Mary (1992).

    • Tuesday, February 09, 2027
    • 5:15 PM - 7:30 PM
    • Michael’s On East, 1212 East Ave. South, Sarasota, FL 34239
    • 80

    Please save the date! Details will be published and registration will open as we near the event. 


    Date: Tuesday, February 9, 2026

    5:15 p.m. – Registration, check-in and cocktails
    6:00 p.m. – Dinner and program
    7:25 p.m. – Closing remarks
    Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239

    Dinner Sponsored by Take Care Private Duty Home Health Care

    • Tuesday, March 09, 2027
    • 5:15 PM - 7:30 PM
    • Michael’s On East, 1212 East Ave. South, Sarasota, FL 34239
    • 80


    Please save the date! Details will be published and registration will open as we near the event. 

    Date: Tuesday, March 9, 2027
    5:15 p.m. – Registration, check-in and cocktails
    6:00 p.m. – Dinner and program
    7:25 p.m. – Closing remarks
    Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239


    Dinner Sponsored by Forza Wealth Management





Past events

Tuesday, September 15, 2026 Distinguished Speaker Series: Advanced Planning and Valuation Strategies for Life Insurance Assets
Thursday, June 18, 2026 Wealth of Narratives: Diverse Money Stories in Planned Giving
Tuesday, May 12, 2026 2026 Annual Meeting & Dinner
Tuesday, May 12, 2026 2026 Golf Outing
Tuesday, March 10, 2026 Washington, Wall Street, and the West Coast
Tuesday, February 10, 2026 Key Takeaways from the 2026 Heckerling Institute on Estate Planning
Tuesday, January 20, 2026 Joint Councils Meeting 2026
Tuesday, November 18, 2025 Distinguished Speaker Series: Family Entities: Lessons from the Past, Tools for Today
Tuesday, October 14, 2025 Charity Night with Big Waters Land Trust
Tuesday, September 16, 2025 Distinguished Speaker Series: SLATS – Spousal Limited Access Trusts
Thursday, August 07, 2025 The Dynamic Duo: Estate Planning and Planned Giving - What Fundraisers Should Know about The Pair
Tuesday, May 20, 2025 2025 Annual Meeting & Dinner
Tuesday, May 20, 2025 2025 Golf Outing
Tuesday, March 11, 2025 The Fiduciary’s Guide to Life Settlements: Trends and Innovations
Tuesday, February 11, 2025 An $80 (or $60) Billion Dollar Business Valuation Update for Estate Planners
Tuesday, January 21, 2025 Using and Misusing the Marital Deduction
Tuesday, December 10, 2024 December 2024 Charity Night with Resilient Retreat
Tuesday, November 19, 2024 Looking Back and Looking Forward: Maintaining a Successful Estate Planning Practice over the Next 25 Years
Tuesday, October 08, 2024 Charity Night with Resilient Retreat - Postponed Due to Hurricane Milton
Tuesday, September 10, 2024 Planning for Inherited Retirement Accounts After Secure 2.0
Wednesday, June 26, 2024 Joint Councils Program: Everyday Donors of Color
Tuesday, May 07, 2024 Annual Meeting & Wine Dinner 2024
Tuesday, March 12, 2024 Washington Update
Tuesday, February 13, 2024 Estate Planning Strategies in a Rising Rate Environment
Tuesday, January 16, 2024 Joint Councils Meeting: Business Succession Planning
Tuesday, November 14, 2023 Fiduciary Representation
Tuesday, October 17, 2023 Charity Night with Forty Carrots Family Center
Tuesday, September 12, 2023 Top 10 Charitable Planning Strategies for Advisors
Thursday, June 22, 2023 Philanthropy in Challenging Times: What’s Keeping Us Up At Night & Our Role in Facilitating Good
Tuesday, May 02, 2023 Annual Meeting & "Golf" Outing
Tuesday, March 07, 2023 Top Ten Estate Planning and Estate Tax Developments of 2022
Tuesday, February 21, 2023 Business Valuation in Today’s Challenging Economic Environment
Tuesday, January 17, 2023 Elder Issues and Special Needs Trusts
Tuesday, December 13, 2022 Holiday Social
Tuesday, November 08, 2022 My Time in Trial – The Good, The Bad and The Ugly
Tuesday, October 18, 2022 Charity Night: Sarasota County Sheriff’s Office Charitable Foundation and Community Mental Health Crisis
Tuesday, September 13, 2022 Federal Tax Update with Sam Donaldson
Tuesday, May 17, 2022 Annual Meeting & Wine Dinner
Tuesday, March 08, 2022 March Meeting of the Southwest Florida Estate Planning Council
Tuesday, February 08, 2022 February Meeting of the Southwest Florida Estate Planning Council
Tuesday, January 18, 2022 Joint Councils' Meeting: Family and Wealth Sustainability
Tuesday, November 09, 2021 Distinguished Speaker Series Presents The Secure Act: Trust Income Tax Planning Strategies
Tuesday, October 12, 2021 Food for Thought with Local Charities Featuring Meals on Wheels PLUS of Manatee & All Faiths Food Bank
Tuesday, September 14, 2021 Distinguished Speaker Series Presents "Business Trusts"
Tuesday, May 18, 2021 Annual Meeting
Tuesday, March 16, 2021 How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerkie
Tuesday, February 16, 2021 Elephants in the Room - Carolann Grieve
Tuesday, January 19, 2021 Estate and Charitable Planning in light of the recent 2020 Election, the Secure Act and the CARES Act - Jere Doyle
Tuesday, November 17, 2020 Top Ten Reasons Trustees May be Sued...and How to Fulfill Ethical Responsibilities and Reduce Litigation Exposure - Sharon Klein
Tuesday, October 13, 2020 CHARITY NIGHT -Neuro Challenge Foundation
Friday, September 25, 2020 Practical Estate Planning in Uncertain Times - Florida Bar Tax Section
Tuesday, September 15, 2020 You Mean I Can't Bribe the Coach? Modern Ethics Issues You Didn't See Coming AND Avoiding the Trustee Risks You Didn't Know Existed - Lauren Wolven
Tuesday, May 12, 2020 Annual Outing 2020
Tuesday, March 17, 2020 CANCELLED - How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerskie
Tuesday, February 11, 2020 Topic: “The Top Ten Estate Planning and Estate Tax Developments of 2019 -Ronald D. Aucutt
Tuesday, January 21, 2020 Creditor and Trust Planning Strategies You May Not Know About - Alan Gassman
Tuesday, November 12, 2019 Dr. Gerry Beyer - Avoid Being A Defendant - Estate Planing to Avoid Malpractice
Tuesday, October 08, 2019 CHARITY NIGHT - Community Foundation of Sarasota County - 40th Anniversary
Tuesday, September 10, 2019 Top 5 Innovative Estate PlanningTechniques with Life Insurance
Tuesday, May 14, 2019 Annual Outing 2019
Tuesday, March 12, 2019 Breaking the Internet: How auction houses find buyers, track trends and value tangible personal property online for their sellers
Tuesday, February 12, 2019 Access to Digital Assets - S. Dresden Brunner, Esq, S. Dresdent, P.A.
Tuesday, January 22, 2019 Tax Basis Planning -- less on basis rules and more on planning ideas
Tuesday, November 13, 2018 Where the Rubber Meets the Road:Implementation of Trust Provisions
Tuesday, October 09, 2018 Charity Night: Sarasota Orchestra
Tuesday, September 11, 2018 Contemporary Estate Planning Paradigms for Married Couples
Tuesday, May 08, 2018 Annual Outing 2018
Tuesday, March 13, 2018 Everything You Need to Know about Business Valuations - Richard Goeldner, ASA, CPA, CVA
Tuesday, February 13, 2018 Long Term Care Insurance: Everything Planners Need to Know about LTC Insurance
Tuesday, January 16, 2018 Protect Vulnerable Seniors from Financial Exploitation
Thursday, November 16, 2017 Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Thursday, November 02, 2017 Construction Issues for the Modern Family in the Estate Planning Documents -- Lee-Ford Tritt
Tuesday, October 10, 2017 Charity Night: Sarasota Opera Youth Progrm
Tuesday, May 09, 2017 Annual Outing 2017
Tuesday, March 14, 2017 U.S. Estate and Gift Tax Planning for International Clients
Tuesday, February 21, 2017 Game-Changing social security strategies -- David Kennon, CWS©
Tuesday, October 18, 2016 Charity Night - Books for Kids
Tuesday, September 13, 2016 Estate Planning and the Trustee Selection Process -- Minefields to be Aware of
Tuesday, May 10, 2016 Annual Outing 2016
Tuesday, March 08, 2016 March Monthly Meeting
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