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Upcoming events

    • Tuesday, May 20, 2025
    • 11:00 AM - 3:30 PM
    • Palm Aire Country Club
    • 51
    Register

    The Southwest Florida Estate Planning Council is pleased to announce the return of a popular past tradition: our annual golf outing! We hope you'll be able to join us on the golf course at Palm Aire Country Club this spring. 

    2025 SWFEPC Golf Outing 
    Tuesday, May 20, 2025

    11 a.m. - Check-In & Networking
    11:45 a.m. - Lunch
    1 p.m. - Shotgun Start for 9-Hole Scramble

    Location: Palm Aire Country Club
    5601 Country Club Way Sarasota, FL 34243

    $50 - Golf Registration Fee for SWFEPC Members
    $60 - Golf Registration Fee for all Guests of Members 

    This scramble is open exclusively to SWFEPC and their guests. Each member should register themselves and all guests in one transaction at the time of registration. If you do not have a complete foursome, you will be assigned to one by the event committee.

    Awards will be presented for closest to the pin and longest drive, for men and women. 

    Important Registration Note:
    All members who are golfing must also register separately for the 2025 Annual Meeting & Dinner, should you plan to attend. So that you can wrap up your golf game, change or perhaps connect with your spouse or significant other for the rest of the evening's program, the Annual Meeting & Dinner will begin with happy hour at 5 p.m. followed at 6 p.m. with dinner, remarks from our sponsor Sarasota Memorial Healthcare Foundation, and the formal seating of our 2025-2026 Board of Directors.

    Not a golfer? We encourage all members to take a moment now to register for only the 2025 Annual Meeting & Dinner. Click here for details.

    Golf Outing Sponsored by Truist Wealth


    • Tuesday, May 20, 2025
    • 5:00 PM - 7:30 PM
    • Palm Aire Country Club
    • 60
    Register

    The Southwest Florida Estate Planning Council is pleased to announce the return of a popular past tradition: our annual golf outing! We hope you'll be able to join us this year on the golf course at Palm Aire Country Club!

    Annual Meeting & Dinner
    Tuesday, May 20, 2025


    5 p.m. - Check-In & Happy Hour
    6 p.m. - Dinner and Program Begins 

    Location: Palm Aire Country Club, 5601 Country Club Way Sarasota, FL 34243

    Please join us for fellowship during a welcome reception and dinner including remarks from our sponsor Sarasota Memorial Healthcare Founcation, and the formal seating of our 2025-2026 Board of Directors:

    President: Daniel Vigne, CFP®, CPWA
    
1st Vice President: Heather Williams, CPA, CFP®
    2nd Vice President: Christopher “Chris” J. Fowler, JD
    Secretary: Will Rodriguez, CPA/ABV, CVA
    Treasurer: Our newest board member will be announced soon!

    This is a MEMBERS ONLY dinner with a special invitation extended exclusively to members' spouses or significant others. (No business guests, please.) Compliments of the SWFEPC, no guest fee applies for spouses or significant others. However, all reservations must be finalized one week prior to the dinner. Please note that registered attendees who do not attend will be billed.

    We look forward to celebrating with you as we conclude the Southwest Florida Estate Planning Council's 60th season! 

    Do you plan to golf prior to the Annual Meeting & Dinner? Please be sure to complete your separate registration which is required for the 2025 Golf Outing. Click here for details.

    Annual Meeting Sponsored by the Sarasota Memorial Healthcare Foundation 


Past events

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