Indian River Estate Planning Council Vero Beach, FL
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Saturday, November 17th, 2018

Calendar of Events 2018-2019

2018-2019 Calendar of Events

Thursday, November 1, 2018  5:15-7:00 p.m.

   Location:  Quail Valley Boathouse
Shaun McClung, CPA, Managing Director of CBIZ MHM,LLC - Tampa Bay
                        CBIZ provides financial, benefits and insurance services to organizations and individuals,
                        including accounting and tax services, employee benefits, property & casualty brokerage services,
                        valuations, and retirement plan services.  Mr. McClung specializes in business succession planning,
                        due diligence, estate planning and weath transfer, and IRS matters/controversies. His office is
                        located in Clearwater, Florida.

   Topic:  2018 Income Tax Update for Estate Planners
   Sponsored by:  Gould Cooksey Fennell PLLC   

Thursday,  January 10, 2019  5:15-7:00 p.m. 

   Location:   Quail Valley Boathouse
   Speaker:  Downey McElroy PA
   Topic:  Co-Fiduciary Liability
   Sponsored by:  PNC Wealth Management

Thursday,  February 28, 2019  5:15-7:00 p.m.

   Location:  Quail Valley Boathouse
   Speaker:  Jeff Wolken of Northern Trust

   Topic:  Planning in a Low-Interest Rate Environment
   Sponsored by:  Wilmington Trust

Tuesday, April 23, 2019   8:00-9:00 a.m.

   12th Annual Pinnacle Award Breakfast to Honor 2019 Recipient

The Pinnacle Award is to recognize a professional advisor from Indian River County who has demonstrated
   excellence in charitable planning.  Visit this website for nomination criteria and a nomination form.

   Sponsors:  TBD

hairman:  David Osgood

   SAVE THE DATE and invitations for RSVP will be emailed out ahead of the Pinnacle Award event.  If you wish to be included on the 
   mailing list, please contact Anita Calabro at (772) 492-1919 by phone or email.

Tuesday, May 7, 2019   5:15-7:20 p.m.   

   Location:  Quail Valley Boathouse   
   Event:  IREPC/PGIRC Joint Council Meeting 
   Speakers:  Jane Dunlap Callahan, Shareholder, Dean Mead, Attorneys At Law
                          Jeffrey R. Pickering, President and CEO of the Indian River Community Foundation
                          Adam Logemann, Vice President, Stewart Management Group, Motor City Classic Cars

   Topic:  Jane Callahan will provide a legal perspective on giving and receiving unusual assets.  Jeff Pickering will
                   provide a case example of a gift of real estate and a gift of wine.  Adam Logemann will provide a case
                   example of a gift of a classic automobile.  Wine will be served and classic car(s) onsite for viewing.

   Sponsored by:   Indian River Community Foundation

Board of Directors Installation Meeting for the 2019-2020 Season



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