GIVE TODAY

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.

Continuing Education Opportunities

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.

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.

Staff with name badge smiling, talking with group at indoor social event.

27th 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

Register

27th Annual Planned Giving Seminar
Friday, August 21, 2026
7:30 am – 1:30 pm

Location
Everett A. Kelly Convocation Center
9501 U.S. Hwy 441,
Leesburg, FL 34748

A Complimentary Seminar Hosted By

Advent Health Foundation | Watterman
Lake Sumter State College

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

AdventHealth Waterman 
Mattison Conference Rooms
1000 Waterman Way, Tavares, FL 32778
(located on the lower level of hospital, across from cafeteria) 

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

Kathy Ingold, LSSC Foundation 
352.365.3591
IngoldK@lssc.edu 

Sponsored By

First National Bank of Mount Dora
United Southern Bank