SWFEPC upcoming events

Charity Night at The Bay (Tuesday, October 13, 2026)

Tue, 13 Oct 2026 21:15:00 GMT

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.

Distinguished Speaker Series - Heart and Soul: Techniques to Merge Family Dynamics and Estate Planning (Tuesday, November 17, 2026)

Tue, 17 Nov 2026 16:30:00 GMT

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

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

Speaker: Marve Ann Alaimo

Synopsis: This presentation will use case studies to identify social and emotional “side effects” of traditional tax driven estate plans and explore “empathetic, family friendly” planning alternatives.

Date: Tuesday, November 17, 2026

Registration and Lunch: 11:30 a.m.

Program: 12:00 p.m. – 1:00 p.m.

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

SWFEPC Members: Click Here to Register

Please note: Guests of members are welcome to join with a SWFEPC member. The guest fee for this luncheon program is $25.

Registration Deadline: November 13, 2026
Please Note: In-person seating is limited, but online participation via Zoom is also available. Once the in-person capacity is reached, Zoom will be the only registration option.

For this program we are offering 1.0 credit for Attorneys, CFPs, CPAs, and Trust Officers.

ABOUT OUR SPEAKER
Marve Ann M. Alaimo is a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP and the chair of the firm’s Estate Planning & Wealth Protection practice group. As a Florida Bar Board Certified Wills, Trusts and Estates lawyer, Marve Ann has more than 28 years of experience in estate and charitable gift planning, probate and trust administration, as well as estate, trust and guardianship litigation. Marve Ann earned her Juris Doctor with honors from the University of Florida Levin College of Law and while there concentrated her legal studies in various aspects of tax law. After being admitted to the Florida Bar in 1997, she went on to earn a Master of Laws in Estate Planning from the University of Miami School of Law in 1998. Marve Ann is an active member of the Real Property, Probate and Trust Law Section of the Florida Bar and serves on its Executive Council as Vice-Chair of the Guardianship, Powers of Attorney and Advance Directives Committee. She is also an incoming Co-Chair of the Florida Bar’s Probate Rules Committee.

THANK YOU TO OUR PROGRAM SPONSOR:

Joint Councils Meeting 2027 (Tuesday, January 19, 2027)

Tue, 19 Jan 2027 22:15:00 GMT

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).

February Meeting Sponsored by Take Care Private Duty Home Health Care (Tuesday, February 09, 2027)

Tue, 09 Feb 2027 22:15:00 GMT

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

March Meeting Sponsored by Forza Wealth Management (Tuesday, March 09, 2027)

Tue, 09 Mar 2027 22:15:00 GMT

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