Securing Your Child's Future

 

Forty Carrots Family Center would like to thank all of the expert guest speakers who contributed to these events.

 

Expert guest speakers for Option for College Savings:

  • Scott Anderson, Gift Planning Officer, Gulf Coast Community Foundation
  • Richard Gans, Shareholder, Fergeson, Skipper, Shaw, Keyser, Baron & Tirabassi, P.A.
  • Martin J. Kossoff, CFP®, AIF®, Kerkering Barberio Financial Services (*securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser)
  • Julie B. Miller, The Bellwether Group, Morgan Stanley Smith Barney
  • Tom Waters, Vice President Charitable Planning, The Community Foundation of Sarasota County

 

Expert guest speakers for Elements of a Will:

 
  • Scott Anderson, Gift Planning Officer, Gulf Coast Community Foundation
  • Rose-Anne B. Frano, Shareholder, Williams Parker
  • Benjamin R. Hanan, Managing Partner, Shumaker, Loop & Kendrick, LLP
  • Rob Lyons, CFP®, Senior Vice President - Investments, UBS Financial Services
  • Orion Marx, CFP®, CLU, ChFC, CRPC, Atlas Financial
  • Tom Waters, Vice-President Charitable Planning, The Community Foundation of Sarasota County