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FIDUCIARY FRIDAY WEBINARS

The Professional Fiduciary Council of Florida is hosting a series of one-hour webinars for our members and the public! Our speakers are some of the most knowledgeable and sought-after speakers in Florida on important topics related to fiduciary responsibilities. Each of these webinars takes place on the last Friday of the month from 9 to 10 a.m. – and you can participate from the comfort of your computer!

CLE and CEU education credits available.

Upcoming events

    • Friday, June 30, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, June 30, 2023

    9:00 a.m. - 10:00 a.m.

    Exploring the duties and responsibilities of the "Prudent Investor Rule" and selection of an investment advisor!

    Presented by:  Zack Zuroweste, Esq. and Bob Persante, Esq.

    Moderated by: Darby Jones

       

    Mr. Zuroweste is a Shareholder at Persante Zuroweste, P.A. in Clearwater. He practices probate and trust litigation, business litigation, securities litigation, and arbitration. Additionally, Mr. Zuroweste is a certified mediator.

    In 2006, Mr. Zuroweste graduated from Stetson University College of Law with a Juris Doctor and Stetson University with a Master of Business Administration. He is a Graduate of the Trial Lawyers College, Senior Fellow of Litigation Counsel of America, and Member of the Trial Law Institute. Mr. Zuroweste has been very active in voluntary bar associations and other professional organizations across Florida.  

    Mr. Persante is a renowned civil trial attorney and President of Persante Zuroweste, P.A.  He handles State and Federal Litigation, Appeals, Securities Litigation, Guardianship, Probate and Trust Litigation, Business Litigation, Mediation, and Arbitration.

    He attended law school and graduated with honors from California Western School of Law in 1983.  Robert has been practicing law for 40 years. He has a Martindale Hubbell, AV rating, is a Florida Supreme Court Certified Circuit Civil Court Mediator (2009-Present).  When not in court he can often be found vanquishing rivals as a Life Chess Master.  

     *************************************

    Friday - June 30, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, July 28, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, July 28, 2023

    9:00 a.m. - 10:00 a.m.

    *************************************

    Friday - July 28, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, August 25, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register
    • Friday, September 29, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, September 29, 2023

    9:00 a.m. - 10:00 a.m.

    TBD

    Presented by  Laird Lisle, Esq. 

    *************************************

    Friday - September 29, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!

    Tampa Bay Fiduciary LLC.

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, October 27, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, October 27, 2023

    9:00 a.m. - 10:00 a.m.

    Physical Fitness options for your Wards or Clients

    Presented by In Home Senior Fitness

    *************************************

    Friday - October 27, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, November 17, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, November 17, 2023

    9:00 a.m. - 10:00 a.m.

    Standards of Practice and Ethics for Guardians and Fiduciaries

    Presented by Lenny Burke

    And Stephanie Cook, Esq.

    *************************************

    Friday - November 17, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    CEU, CTFA, CLE, and CJE credit applied for

Past events

Friday, May 26, 2023 Undue Influence….How to recognize it and what are a fiduciary's responsibilities! - May 2023 Fiduciary Friday
Friday, April 28, 2023 The Ins and Outs of Community Foundations - April 2023 Fiduciary Friday
Friday, March 10, 2023 4th Annual Conference - REGISTRATION
Friday, March 10, 2023 4th Annual Conference - SPONSORSHIP
Friday, February 24, 2023 Pet Planning! Pros and Cons of Pet Trusts - February 2023 Fiduciary Friday
Friday, January 27, 2023 The "Business" of being a Professional Fiduciary - January 2023 Fiduciary Friday
Friday, November 18, 2022 Choosing the Right Facility - November 2022 Fiduciary Friday
Friday, October 28, 2022 Legislative Update! October 2022 Fiduciary Friday
Friday, September 30, 2022 CANCELLED - Choosing the Right Facility - September 2022 Fiduciary Friday
Friday, August 26, 2022 Did you ever wonder...what Judges really think and expect? August 2022 Fiduciary Friday
Friday, July 29, 2022 Trustee Discretion, Do You Know it When You See it? July 2022 Fiduciary Friday
Friday, June 24, 2022 June 2022 Fiduciary Friday - Did You Ever Wonder...How to Deal with Difficult Situations
Friday, May 27, 2022 May 2022 Fiduciary Friday - Death with Dignity and Difficult Ethical Questions - Eamonn W. Gunther, Esq.
Friday, April 29, 2022 April 2022 Fiduciary Friday - How to Protect Your Clients from Gender Bias Today
Friday, March 25, 2022 March 2022 Fiduciary Friday - Responsibilities of a Health Care Surrogate
Friday, February 25, 2022 3rd Annual Conference - REGISTRATION
Friday, February 25, 2022 3rd Annual Conference - SPONSORSHIP
Friday, January 28, 2022 January 2022 Fiduciary Friday - Did You Ever Wonder...How to Work with DCF
Friday, November 19, 2021 November Fiduciary Friday
Friday, October 22, 2021 October Fiduciary Friday
Friday, September 24, 2021 September Fiduciary Friday

Professional Fiduciary Council of Florida
3637 4th Street North, Suite #270
St. Petersburg, FL 33704
727-350-4049

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