There will be no monthly meetings in June, July and August. Our next meeting will be the September 13, 2018 program TBD.

PGCNEFL meetings are offered as lunch meetings from 11:45 AM – 1:15 PM.  

Meetings are free to Members. There is a $30.00 fee for Guests and Non-members. 

Our meeting venue is the San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217. There is open free parking for our attendees.

​Below is the list of scheduled programs for 2018.

Please check back often for an updated calendar of meetings and events.


Upcoming events

    • 09/13/2018
    • 11:45 AM - 1:15 PM
    • San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217
    Register

    "The Nuts and Bolts of Charitable Remainder Trusts"

    Presented by: Jack Fishburne, Purcell, Flanagan, Hay, Greene P.A.


    • 10/11/2018
    • 11:45 AM - 1:15 PM
    • TBD...

    "Special Needs Trusts "

    Presented by: Judi Setzer, Short and Setzer P.A.


    • 11/08/2018
    • 11:45 AM - 1:15 PM
    • TBD...

    "What's In the Attic?" The World of Tangible Personal Property

    Presented by: Alan Breus


    • 01/10/2019
    • 11:45 AM - 1:15 PM
    • TBD...

    "Still Goin"

    Presented by: Brian Wodar,   Bernstein & CO.

    Bernstein’s Brian Wodar, will discuss the factors that contributed to recent market performance, return expectations, and what could go wrong. He will also explore:

    • what you have to assume for the market to fall 20% and where stocks are vulnerable;
    • Bernstein’s fundamental outlook for the next several years; and
    • Bernstein’s advice for the uncertain environment, especially as it relates to not-for-profit organizations and their donors.

    About the Speaker

    Brian D. Wodar is a Senior Vice President and Financial Advisor with Bernstein Private Wealth Management in Jacksonville. He provides customized advice to individuals, families, trusts and not-for-profit organizations. His areas of expertise include investment strategy, retirement planning, wealth transfer, concentrated stock and option exposure, sales of privately held businesses and philanthropic giving. Previously, Brian was Bernstein’s National Director of Philanthropy and Director of the Wealth Strategies Group. 

    Brian has been published extensively in industry publications, he’s been a featured speaker at industry events and has been quoted frequently in the national media. He led Bernstein’s largest private-client research effort to date—the creation of the Wealth Forecasting System. 

    Prior to joining Bernstein in 1997, Brian taught Writing, Literature and Mathematics at NYU and other New York colleges and universities. Brian earned a BA in English from SUNY Albany, an MA in Literature from NYU and an MBA in Finance from NYU. 

    He is a member of the board of directors at the West Palm Beach Public Library Foundation, a member of the board of directors at the Palm Beach County Planned Giving Council, and an active participant in the American Cancer Society’s Real Men Wear Pink campaign. Brian, his wife and two daughters are active in tennis and equestrian sports, and in raising their dogs, cats and birds.


    • 02/14/2019
    • 8:30 AM - 2:30 PM
    • TBD...

    Symposium

    Presented by: various speakers


    • 03/14/2019
    • 11:45 AM - 1:15 PM
    • TBD...

    "TBD"

    Presented by: Claudine Donikian


    • 04/11/2019
    • 11:45 AM - 1:15 PM
    • TBD...

    "Review of Donor Advised Funds"

    Presented by: John Zell, The Community Foundation


    • 05/09/2019
    • 11:45 AM - 1:15 PM
    • TBD...

    "TBD"

    Presented by: TBD


The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

PGCNEFL© 2018