North Central Florida Estate Planning Council May Member Meeting

RSVP Here Join us for the May Member Meeting. Collaborating with Trustees: A Discussion with Trust Officers Cindy Van Heyde, Southeast Trust Sam Goforth, Area President (retired), Wells Fargo/Wachovia Bob Carville, Cumberland Trust Moderator: Paul Caspersen The meeting will be at the Community Foundation office located at 3919 West Newberry Road, Suite 3. Lunch will […]

AFP Webinar: The Secrets of Small Shop Succession Planning

RSVP HERE 1:00-2:00 PM Eastern | Presenter: Amy Wolfe, MPPA, CFRE Planning to be replaced is not an area many leaders consider.  It is essential for small shops to create a thoughtful transition strategy, taking into account the need to budget, leverage organizational strengths, determine the impact to staff and stakeholders, and prepare for the […]