Calendar of Events 2022-2023

Thursday, October 20, 2022 5:00 – 7:00 p.m.

Season Kick-Off Happy Hour
Joint kick-off with the Planned Giving Council of Indian River

Venue: Sailfish Brewing Company
2855 Ocean Drive, Vero Beach, FL 32963

Thursday, October 27, 2022 8:00 – 9:00 a.m.

15th Annual Pinnacle Award Presentation to Todd Heckman
Todd Heckman is the Pinnacle Award recipient for 2020, 2021, and 2022 for his demonstration of Excellence in Charitable Planning.

2022 Pinacle Award Planning Committee Chairman: David Osgood (772) 321-7513 or dosgoodvero@gmail.com

Pinnacle Sponsors
Cypress Bank & Trust
Fidelity Investments
Gould Cooksey Fennell
Indian River Community Foundation
Offutt Barton Schlitt
United Way of Indian River County
Vero Insurance

For information regarding the Pinnacle Award, please contact Anita Calabro at Cypress Bank & Trust at (772) 492-1923 or by email anita.calabro@cypressbanktrust.com

Thursday, October 27, 2022 5:00 – 7:00 p.m.

Venue: Quail Valley River Club

Speaker: Honorable Judge Robert Meadows
Circuit Court Judge for Florida's 19th Judicial Circuit in Indian River County, Probate and Guardianship Division

Speakers: Linda Gallagher and Roxanne Hall
Development Department of Cleveland Clinic of Indian River

Topic: Charitable planned giving

Social hour sponsor: Cleveland Clinic of Indian River

February 2023 - Date TBD - 5:00 - 7:00 p.m.

Venue: TBD

Speaker: TBD

Social hour sponsor: PNC Bank, N.A.

March 16, 2023 - 5:00 - 7:00 p.m.

Venue: Northern Trust Community Room, 755 Beachland Boulevard

Speaker: Paul S. Lee, Chief Tax Strategist for Northern Trust Wealth Management

Social hour sponsor: TBD

May 2023 - Date TBD - 5:00 - 7:00 p.m.

Joint Council Meeting with the Planned Giving Council of Indian River

Venue: Quail Valley River Club

Speaker: TBD

Social hour sponsor: TBD