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The Community Foundation, a division of United Way of Volusia-Flagler Counties, is hosting the 2008 Financial Symposium of Champions with an informative & entertaining program this year, at an exciting venue. It will be held on Wednesday, October 8, 2008 at LPGA International in Daytona Beach from 8:00 AM until Noon, with a continental breakfast to start, and gourmet luncheon provided afterward. The Symposium is ideal for individuals who are financial or investment enthusiasts. Continuing education credits will be available to CPA’s, attorneys, Certified Financial Planners. Although this half-day extended seminar is normally offered to financial professionals, we have added several components which will be intriguing to individuals who enjoy monitoring their portfolio and dabbling in financial affairs. For example, protecting your estate, tax-wise planning, etc. The cost of attendance is only $30 (including breakfast and lunch) for individuals with advance reservations. There will be no solicitation or further obligation requested of the attendees.
7:30 - 8:30 AM: Registration and Breakfast
8:30 - 10:30 AM: Seminar Speaker Program
Speaker: Paul L. Comstock, Chairman Comstock Wealth Management Associates, Inc. 8:30 AM Donor Advised Funds 1.0 Continuing Education Hours 9:30 AM Estate Planning: It's Not About You 1.0 Continuing Education Hours 10:30 AM Charitable Lead Trusts: Is Now the Time to do Them? 1.0 Continuing Education Hours
11:30 - 12:30 PM: Gormet Luncheon
with Keynote Speaker Ryan Lochte 1:30 - 5:30 PM: Golf, Course of Confidence (Optional) Registration is required. Please RSVP by October 1, 2008. Download Registration Card.
Special Thanks to Our Sponsors
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Increasing the organized capacity of our community to care for its people since 1941.
For questions or comments about this web site, click here. Last modified: 05/31/09
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For golfers, a special package
price of $75 is being offered by the LPGA to seminar attendees who play
golf afterward on the famed “Champions Course”, inclusive of breakfast,
lunch, seminar, and cart & green fees. Invitations are open to friends of the
Foundation, in case you have associates and acquaintances whom you would like to
sponsor or invite to attend this important program. Those who are interested in
further information, please contact our Foundation office at 253-0563, ext. 246.
