October 28, 2016

6th Annual Symposium a Hit, Thank You Sponsors

img_2462-croppedMore than 50 local attorneys, accountants and financial advisors gathered together for the 6th Annual Symposium on Charitable Giving and Estate Planning hosted by the United Way Foundation of Indian River County and Indian River Community Foundation.  The event featured Dr. David Lansky of the Family Business Consulting Group in Chicago, who presented the topic of his new book "Family Wealth Continuity:  How to Build a Foundation for the Future."

The event was made possible thanks to generous sponsorship from Fidelity Investments, Gould Cooksey Fennell and PNC Bank, and to the hospitality of Quail Valley River Club.

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