SWFL Chapter Florida State Guardianship Association

Educational Workshop on Guardianship and Estate Planning

THE SOUTHWEST FLORIDA CHAPTER OF FSGA CORDIALLY INVITES TO YOU ATTEND THE:

Educational Workshop on Guardianship and Estate Planning

Education, 6 CEU’s for guardians, 6 CLE’s for attorneys, and networking

Friday, November 18th
8:00am-3:00pm
Shell Point Retirement Community
Grand Cypress Room in The Woodlands
14441 Woodsong Lane, Fort Myers, FL 33908
Cost: $45 Members – $55 Non Members

Printable Flyer

Program Schedule

8:00 am Registration and Continental Breakfast
8:30 am Inventory Amy McGarry, Esq.
9:30 am Accounting part 1 Amy McGarry, Esq./Beverly Duff
10:30 am Break
10:45 am Accounting part 2 Amy McGarry, Esq./Beverly Duff
11:15 am Trust & Guardianship Dichotomy Kenny Kemp, Esq.
11:45 am Picnic Style Lunch Buffet is served
12:15 pm Final Accounting and closing guardianship Lance McKinney, Esq.
1:15 pm Joint Property, Life Ins, Annuities, Kenny Kemp, Esq.
& Beneficiary Designations
1:45 pm Break
2:00 pm New Legislation Lance McKinney, Esq.
2:30 pm Panel – Budget/Trust Property Lance McKinney, Esq./Amy McGarry, Esq./Kenny Kemp, Esq.
Beverly Duff

Seating is limited and registration is required.
Please visit https://guardiansofswfl.org/blog for more information and to register today.

 

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Thank you to Osterhout & McKinney, P.A. for providing the CEU’s and CLE’s. This event is hosted by:

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FSGA is the premier statewide organization promoting and supporting excellence in the practice of guardianship and is the voice advocating for the incapacitated and their guardians. The Florida State Guardianship Association is dedicated to the protection of the dignity and rights of incapacitated persons and to increasing the professionalism of guardianship through education, networking and legislative action. The Southwest Florida Chapter of FSGA covers Charlotte, Lee and Collier counties.