Tuesday, December 11, 2018
8:30 a.m. - 10:00 a.m. | Casual Dress
1110 Pine Ridge Rd., Suite 200 | Naples, FL 34108
Community Foundation of Collier County
Registration and continental breakfast at 8:30 a.m.
Presentation and conversation at 9 a.m.
Estate planning and philanthropy is important so don’t just wing it.
Join us for an information-sharing seminar on legacy gift planning strategies. Learn about current and future tax avoidance and gifting strategies from the experts. Be a part of Audubon’s legacy of protecting Corkscrew Swamp Sanctuary and the important role Corkscrew plays in sustaining healthy wildlife and water for future generations.
Audubon's Corkscrew Swamp Sanctuary
Jason has worked in the conservation field for over 25 years, with 19 of them focused on protecting the natural resources of Corkscrew Swamp Sanctuary. His extensive expertise includes land management and restoration, conservation science and research, and wetland protection.
Associate Director of Gift Planning
National Audubon Society
Heather has a business degree and extensive training in tax and estate planning. For 15 years she has been supporting generous donors in achieving their philanthropic goals using charitable planned giving techniques.
President, Wealth Services,
Naples Trust Company
West has over 30 years of wealth and investment management experience serving the complex financial needs of affluent clients and has earned the coveted chartered financial analyst (CFA) designation. West has broad investment management leadership experience, most recently serving as senior managing director of Northern Trust Wealth Management. He is the chairman of the Corkscrew Swamp Sanctuary
J.P. Morgan Private Bank
Preston brings more than 20 years of experience in private law practice and holistic wealth management, with particular emphasis on working with multi-generational families. In this role, he advises high-net-worth families, senior executives, closely held business owners, foundations and endowments across their banking, investing, philanthropic and estate planning needs. Preston serves on many boards including the Corkscrew Swamp Sanctuary Sustainability Board.
Corkscrew Swamp Sanctuary Boardwalk Naturalist VolunteerFor more information, please contact Julie McCann at firstname.lastname@example.org