Calendar of Events 2019 - 2020

Thursday, August 22, 2019 4:45-6:00 p.m.

Event: Annual Indian River Estate Planning Council Membership Drive Happy Hour

Location: Orchid Island Brewery
2855 Ocean Drive
Vero Beach, FL 32963

RSVP to: Blanche Necessary at bencssry@aol.com

Wednesday, November 13, 2019 5:15-7:00 p.m.

Location: Quail Valley Boathouse
Speaker: Judge Michael J. Linn
Topic: Estate Planning and Administration
Sponsored by: Gould Cooksey Fennell PLLC

Thursday, January 30, 2020 5:15-7:00 p.m.

Location: Quail Valley Boathouse
Speaker: Andrew Comiter, Esquire
Topic: 2019 Estate Tax Update and Trends
Sponsored by: PNC Wealth Management

Thursday, February 20, 2020 5:15-7:00 p.m.

Location: Northern Trust, 755 Beachland Boulevard
THIS IS A NEW LOCATION FOR THIS MEETING ONLY
Speaker: Paul Lee, Global Fiduciary Strategist
Senior Vice President and Managing Director, Northern Trust
Topic: TBD
Sponsored by: Northern Trust

Tuesday, April 21, 2020 8:00-9:00 a.m.

13th Annual Pinnacle Award Breakfast

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

Sponsors: Cypress Trust Company
Fidelity Investments
Gould, Cooksey, Fennell
Indian River Community Foundation
Offutt, Barton, Schlitt, LLC
United Way Foundation
Vero Insurance

Chairman: David L. Osgood, AWMA (R)
2020 Pinnacle Award Planning Committee Chairman
(772) 321-7513 or dosgoodvero@gmail.com

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 by email at anita.calabro@cypresstrust.com.

TBD May 2020 5:15-7:15 p.m.

Location: Quail Valley Boathouse
Event: Joint Council Meeting with the Planned Giving Council of Indian River
Presenter: Dean Mead
Topic: TBD
Sponsor: Indian River Community Foundation

May/June 2020 Board of Directors Installation Meeting for the 2020-2021 Season

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