Calendar of Events 2018 - 2019

Thursday, November 1, 2019, 5:15-7:00 p.m.

Location: Quail Valley Boathouse

Speaker: 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 wealth 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, January 17, 2019 5:30-7:00 p.m.

Location: Sean Ryan Pub
Joint Membership Recruitment and Social with
the Planned Giving Council of Indian River and
the Association of Fundraising Professionals of Indian River

Tuesday, March 12, 2019 5:15-7:00 p.m.

Location: Quail Valley Boathouse
Speaker: Jeff Wolken of Wilmington Trust
Topic: Income Taxation of Trusts: Planning, Pitfalls, and Why We Care When Living in a Non-Tax State
Sponsored by: Wilmington Trust

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

12th Annual Pinnacle Award Breakfast to Honor 2019 Recipient, Scott Alexander

The Pinnacle Award is to recognize a professional advisor from Indian River County who has demonstrated excellence in charitable planning.

Cypress Trust Company
Fidelity Investments
Gould Cooksey Fennell
Indian River Community Foundation
Offutt Barton Schlitt
Vero Insurance
United Way of Indian River

Chairman: David L. 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 14, 2019 5:15-7:15 p.m.

Location: Quail Valley Boathouse
Event: IREPC/PGIRC Joint Council Meeting
Jane Dunlap Callahan, Shareholder, Dean Mead/Attorneys At Law
Jeffrey R. Pickering, President and CEO, IRCF
Adam Logeman, VP Stewart Management Group / VP Motor City Classic Cars

Topic: Giving and Receiving Unusual Assets

Dinner Sponsor: Indian River Community Foundation

May/June 2019 Board of Directors Installation Meeting for the 2019-2020 Season