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Brevard County Estate Planning Council

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Upcoming events

    • 03/12/2024
    • 12:00 PM
    • River Rocks, 6485 South, US-1, Rockledge, FL 32955

    Lunch Meeting: Direction Memo: The Importance of a Letter of Instructions in Modern Estate Planning

    Date/Time: Tuesday, March 12, 2024, 12:00 Noon

    Location:  River Rocks, , 6485 South, US-1, Rockledge, FL 32955

    Details: Presentation on the importance of a letter of instruction in modern estate planning by Paul M. Caspersen, CFP®, AEP®, MS (financial planning & taxation)

    About the Speaker: Paul M. Caspersen, CFP®, AEP®, MS

    Paul Caspersen brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 25 years of financial, estate, and charitable planning experience. Between 2013-2023, he served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, where his Gift Planning team closed $1.25 billion (of the Campaigns $4 billion total) in deferred gifts and outright gifts of complex assets. Prior to his position at the University of Florida, he led the Gift Planning program at Iowa State University. Before specializing in planned giving, Paul spent a decade working in financial services.

    Paul is the founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. PGI provides charities with practical tools to research complex gifts and an industry-leading, extensive suite of document drafting software to automate donor compliance-related documents, as well as consulting services.

    • 05/14/2024
    • 6:00 PM
    • Cuizine, 1790 Florida A1A, Satellite Beach, FL 32937

    Dinner Meeting: Business Strategy for the New Economy

    Date/Time: Tuesday, May 14, 2024, 6:00 PM

    Location:  Cuizine, 1790 Florida A1A, Satellite Beach, FL 32937

    Details: Presentation on developing a business strategy for the new economy by Dr. Jonathan Reed.

    About the Speaker: Dr. Jonathan Reed

    Dr. Jonathan Reed joined the Florida Tech College of Business faculty in 2020 as a Visiting Assistant Professor. His primary field of study is Strategic Management. He teaches courses in strategic management, project management, negotiation and conflict resolution, and management principles. His dissertation was entitled "The Effects of Firm Age and Firm Size on Strategic Agility and Performance." He is an active researcher with frequent publications in peer-reviewed academic journals. His current research interests include strategic agility, strategic alignment, and the effects of environmental turbulence. He is also founder of a small management consulting firm, Strategy First LLC. Prior to Florida Tech, Dr. Reed was Vice President of Strategy and Business Development at Harris Corporation, now L3Harris Technologies, where he led strategic planning and growth for the $2 billion Government Communications Systems Division (GCSD) and M&A activities at the corporate level.

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