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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

    • Monday, March 02, 2026
    • Saturday, March 14, 2026
    • Virtual

    The Authority to Act. The Knowledge to Serve.

    Are you prepared to serve as a Power of Attorney in Florida? Whether you're a family member, law student, professional fiduciary, guardian, attorney, CPA, or simply someone seeking to understand this vital role—this course is for you.

    Developed through a partnership between the Professional Fiduciary Council of Florida and Stetson University College of Law, this two-week online program offers a comprehensive and practical overview of the powers and duties involved in serving as a Power of Attorney in Florida.

    What You’ll Learn:

    • Legal foundations and execution requirements
    • Fiduciary duties: loyalty, care, confidentiality, and recordkeeping
    • Advocacy and communication strategies
    • Navigating incapacity and healthcare surrogate roles
    • Best practices for financial oversight and ethical decision-making

    LEARN MORE AND REGISTER HERE

    What Participants Are Saying:

    “The presenters were very knowledgeable and engaging. Thank you!”

    "I truly enjoyed this course. Although I have been serving in the role of a POA for some time, I still learned new and valuable information, which I have already shared with other partners and have implemented in my work.”

    Course Format:

    • Six self-paced online modules featuring expert-led lectures, PowerPoint presentations, guided discussions, and interactive self-assessments
    • Live Zoom Q&A session with instructors on the final Saturday

    Choose Your Path:

    Public Option – Course Only

    • $300 | Full access + materials + live Q&A
    • No exam, badge, or certificate

    Professional Option – Course + Exam

    • $750 | Full access + materials + live Q&A + final exam
    • Earn a certificate of completion and digital badge from Stetson University College of Law
    • CLE, CEU, and Paralegal credit may be available

    LEARN MORE AND REGISTER HERE

    • Thursday, March 12, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom
    Register

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

    • Friday, March 27, 2026
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Good fiduciaries, like good scouts, are always prepared. Amy B. Beller, Vice-Chair of the Disaster and Emergency Preparedness and Response Committee of the RPPTL Section, Florida Bar, will discuss emergency scenarios that should be in the minds of fiduciaries and plans and tips for preparing and responding to these crises. Darby Jones will share some personal experiences based on her fiduciary practice.

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

    Friday - March 27, 2026

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

    $50.00 - Non-Members

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

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

    Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!

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

    About Amy Beller, Esq.

    Ms. Beller is a founding member of Beller Smith, P.L., a full-service trusts and estates firm located in Boca Raton, Florida. A 1992 graduate of Hofstra Law School, Ms. Beller began her legal career in New York with firms such as White & Case and Chadbourne & Parke. Ms. Beller relocated to Florida in 2004 and was associated with Kaye Scholer’s West Palm Beach office. Ms. Beller founded Beller Smith with fellow New York attorney Yoshimi O. Smith, Esq., in late 2009.

    Ms. Beller is a Fellow of the American College of Trust and Estate Counsel (ACTEC). She is a member of the Executive Committee of the Real Property, Probate and Trust Law Section of the Florida Bar, and is a member of the Palm Beach County Bar Association, the South Palm Beach County Bar Association, and the New York Bar Association’s Trusts and Estate’s Section. She is Board Certified in Wills, Trusts and Estates, and is a certified Circuit Civil Mediator. Ms. Beller’s primary focus within the trusts and estates practice is in litigation and dispute resolution.

    A prolific speaker and author, Ms. Beller has published in the New York State Bar Association Trusts & Estates Section Newsletter, the Florida Bar Real Property, Probate and Trust Law Section’s Actionline, the Florida Bar’s Litigation Under the Probate Code (Eleventh Ed.), and the American Bar Association’s book, The Road to Independence: 101 Women’s Journeys to Starting Their Own Law Firms. Ms. Beller has lectured for ACTEC, the New York State Bar, the Florida Bar, the City Bar (New York), and the Heckerling Institute, among others, on topics including Florida homestead, beneficiary rights, privity and malpractice, estate planning to avoid disputes, multistate estate planning, and mediation.

    • Thursday, April 09, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

    • Thursday, May 14, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

    • Friday, June 26, 2026
    • 9:00 AM - 10:00 AM
    • Zoom


    • Thursday, July 09, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

    • Thursday, August 13, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

    • Thursday, September 10, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

    • Thursday, October 08, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

    • Friday, October 23, 2026
    • 9:00 AM - 10:00 AM
    • Zoom


    • Thursday, November 12, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

    • Friday, November 20, 2026
    • 9:00 AM - 10:00 AM
    • Zoom


    • Thursday, December 10, 2026
    • 4:00 PM - 5:00 PM
    • Virtual | Zoom

    The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

    All members of the Professional Fiduciary Council of Florida are invited to attend. 

Past events

Friday, February 27, 2026 February 2026 Fiduciary Friday - Protecting the Estate AND Fiduciaries
Thursday, February 12, 2026 Member Engagement Committee
Friday, January 30, 2026 January 2026 Fiduciary Friday - Grantor's Intent vs. Trustee's Interpretation
Thursday, January 15, 2026 Member Engagement Committee
Friday, November 21, 2025 November 2025 Fiduciary Friday - Mini Med School for Professional Fiduciaries and Guardians
Friday, October 24, 2025 October 2025 Fiduciary Friday - Soup to Nuts: A Guide to the Homestead Act
Thursday, October 16, 2025 Aging Academy - Navigating Decisions
Friday, September 26, 2025 September 2025 Fiduciary Friday - Serving as a Healthcare Surrogate in Florida
Thursday, September 18, 2025 Aging Academy - Navigating Decisions
Friday, August 22, 2025 August 2025 Fiduciary Friday - Creating Strategic Alliances Working With Beneficiaries With Mental Health Disorders & Addiction
Thursday, August 21, 2025 Aging Academy - Navigating Decisions
Thursday, July 17, 2025 Aging Academy - Navigating Decisions
Friday, June 27, 2025 June 2025 Fiduciary Friday - How Addicts and Alcoholics Really Think - What Fiduciaries Need to Know!
Thursday, June 19, 2025 Aging Academy - Navigating Decisions
Friday, May 30, 2025 May 2025 Fiduciary Friday - Council Q & A and Member Engagement Launch Discussion
Thursday, May 15, 2025 Aging Academy - Navigating Decisions
Thursday, April 17, 2025 Aging Academy - Navigating Decisions
Friday, March 28, 2025 March 2025 Fiduciary Friday - Conversation with a Certified Daily Money Manager
Thursday, March 20, 2025 Aging Academy - Navigating Decisions
Friday, February 28, 2025 February 2025 Fiduciary Friday - The Florida Uniform Directed Trust Act: What You Need To Know
Thursday, February 20, 2025 Aging Academy - Navigating Decisions
Friday, January 31, 2025 January 2025 Fiduciary Friday - What Every Fiduciary Needs to Know About Working with Financial Advisors
Thursday, January 16, 2025 Aging Academy - Navigating Decisions
Friday, November 22, 2024 November 2024 Fiduciary Friday - AARP Advocacy: Legislative Update
Friday, October 25, 2024 October 2024 Fiduciary Friday: Changes to Florida's Baker Act & Marchman Act
Friday, September 27, 2024 CANCELLED - September 2024 Fiduciary Friday - AARP Advocacy: Legislative Update
Friday, August 30, 2024 August 2024 Fiduciary Friday - MISSION: CRITICAL - Clarifying your Fiduciary Duties BEFORE Acceptance AND Executing Your Fiduciary Marching Orders!!
Friday, July 26, 2024 July 2024 Fiduciary Friday - What is a Bond? What is E&O Insurance? What is Liability Insurance?
Friday, June 28, 2024 June 2024 Fiduciary Friday - Common Problems and Confusion when Dealing with Real Estate in: Probate, Guardianships, Trusts and POA
Friday, March 29, 2024 March 2024 Fiduciary Friday - Exploring Best Practices & Ethical Challenges for Guardians & Fiduciaries
Friday, February 23, 2024 February 2024 Fiduciary Friday - Struggles with "drug" and other behavior modification provisions when a Trustee or POA!!!
Friday, January 26, 2024 January 2024 Fiduciary Friday - Timeshares, Cemetery Plots, Planes & Crypto!
Tuesday, January 16, 2024 Executive Board Meeting - Professional Fiduciary Council of Florida
Tuesday, November 21, 2023 Executive Board Meeting - Professional Fiduciary Council of Florida
Friday, November 17, 2023 November 2023 Fiduciary Friday: Planning & Drafting for a Smooth Estate Administration: A Fiduciary's Perspective
Friday, October 27, 2023 Physical Fitness options for your Wards or Clients - October 2023 Fiduciary Friday
Friday, September 29, 2023 POWER HOUR AND FAQs with Laird Lile, Esq. Founding Board Member and Underwriter, and Betsy Leslie, JD., Professional Fiduciary and Board Member
Friday, August 25, 2023 Trust Settlement Agreements and the role of the Fiduciary - August 2023 Fiduciary Friday
Friday, July 28, 2023 Red Flags when moving into a facility and Red Flags while in a facility! - July 2023 Fiduciary Friday
Friday, June 30, 2023 Exploring the duties and responsibilities of the “Prudent Investor Rule” and selection of an investment advisor. - June 2023 Fiduciary Friday
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, 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
PO Box 430
St. Petersburg, FL 33731
727-350-4049

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