Annual Planned Giving Seminar

These annual seminars provide an educational opportunity for professionals to receive Continuing Education credit while giving us the opportunity to show you our appreciation for your professional support.

Join the 28th Annual Professionals Planned Giving Seminar

Date

Friday, August 27, 2027

Time

7:30 AM – 1:30 PM

Location

Lake-Sumter State College
Everett A. Kelly Convocation Center
9501 U.S. Highway 441
Leesburg, FL 34788

Continuing Education Opportunities

The Planned Giving Seminar is presented in partnership with the AdventHealth Waterman Foundation. This complimentary annual seminar is an educational opportunity for professionals to receive Continuing Education credit while giving us the opportunity to show you our appreciation for your professional support. Continuing Education courses are offered from offered from CLER, CFP, CPA, and CTFA.

28th Annual Professionals Planned Giving Seminar

Earn continuing education units (CEUs) applicable to CLE (attorneys), CFP®, CPA, and CTFA certifications
Stay current on planned giving strategies and estate planning trends
Gain insights you can immediately apply to better serve your clients
Enhance your professional credentials and compliance requirements in one setting
Network with peers across financial, legal, and nonprofit sectors
Build connections with the LSSC Foundation and community leaders
Enjoy complimentary breakfast and lunch during the seminar
Learn about charitable giving opportunities that can benefit both clients and the community
Participate in a free, high-value professional development event
Support community impact while expanding your expertise in philanthropic planning

A Complimentary Seminar Hosted By

Continuing Education courses will be offered for
CLER, CFP, CPA, & CTFA Credits

Joan Ordazzo, AHW Foundation
352.253.3270 or email: Joan.Ordazzo@AdventHealth.com

Kathy Ingold, LSSC Foundation
352.365.3591
IngoldK@lssc.edu