2014 Financial Symposium Scheduled for Oct 30th

DAYTONA BEACH, Fla. - Oct. 20, 2014 - PRLog -- The Community Foundation of Volusia & Flagler and the Estate Planning Council of the Fun Coast are hosting their 2014 Financial Symposium on October 30, 2014. The topic will be: “PLANNING FOR THE FUTURE: Ways to Fulfill Your Charitable Vision”.

“We are always excited when we get to help people plan for the future and give back to charity,” said Bill Ward, Director of Planned and Leadership Giving for the United Way Volusia-Flagler. “We have a great speaker line-up that can’t wait to share their knowledge,” he added.

This event will take place at the Holiday Inn LPGA, located at 137 Automall Cir, Daytona Beach, Fla. Registration will open at 8:00 am with breakfast, followed by sponsor recognitions at 8:30 am and ending with seminar speakers until 11:30 am. An RSVP to this event needs to be received by Oct. 21, 2014. Speakers include Katherine Milthorpe, CFO & Treasurer, LPGA, Kathleen Crotty, Principal, Crotty & Bartlett, PA, and Mary Merrell Bailey, Principal, Your Caring Law Firm.

Currently, the Root Company and Stifel Nicolas have signed on as sponsors with opportunities still available. The investment for the Eagle Sponsorship, which sponsors the luncheon speaker is $500, which includes an info display table, two tables of eight, a one page spread in the program, coverage in news releases, breakfast and 3.0 CE credits. An Event Sponsoris $200 and includes one table of eight, a half page ad in the event program, space on a display table for sponsor’s info, material listing as secondary sponsor, breakfast, and CE credits. An Individual Sponsor is $50 and includes two seats, a listing in the program, breakfast and 3.0 CE credits.

For more information about the event or to sponsor please contact Bill Ward, at 386-366-9059 or by email at wward@unitedwayvfc.org.

The Community Foundation of Volusia & Flagler is a proud division of the United Way of Volusia-Flagler Counties. The Foundation has improved local access to health and human services in many fields of interest, from childhood nutrition to higher education since 1983. They can be reached online at www.communityfoundationvf.org. or via phone at 386-366-9059.

The Estate Planning Council of the Fun Coast is an interdisciplinary organization for professionals involved in estate planning. They strive to foster understanding of the proper relationship between the functions of the life underwriter, trust officer, attorney, accountant, financial planner, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. The president is Bill Tol and they can be reached at 386-453-5934. For more information, visit http://www.epcfuncoast.org.