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• 2025-2026 Kick-Off Social

  • When
    09/09/2025
  •  
    5:00 PM - 6:30 PM
  • Location
    The Landing Rooftop at Hotel Melby

  Register

  

  2025-2026 Kick-Off Social
  

  Date/Time: Tuesday, September 9th, 2025, 5:00 PM

  Location:  The Landing Rooftop at Hotel Melby

  Address: 801 East Strawbridge Avenue, Melbourne, Florida, 32901

  Details: 

  Join us for drinks, light nosh, and great conversation with your fellow Council members! 

  At this event, we will be ratifying the 2025-2026 Board of Directors. Please see the slate below: 

  • President: Jennifer Griffin, CPA
  • Vice President: Rebecca Stoltenberg, Esq.
  • Treasurer: Linda Stout, CFP®
  • Secretary: Theresa Grimison
  • Past President: Patrick Culhane, CFA, CFP®
  • Director at large: Dottie Bourlier, CFP®
  • Director at large: Josh Hester, CFP®, CPWA®

  Should you have questions, please reach out to any of us.

  See you there!

  

  If you registered before and can no longer attend, please email Isabel Gonzalez at isabelg@cfbrevard.org.

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• "The Power of Strong Family Governance" Dinner Meeting

  • When
    11/04/2025
  •  
    6:00 PM - 7:00 PM
  • Location
    Eau Gallie Yacht Club

  Featuring Michael S. Schiff from Klingenstein Fields Advisors

  Date/Time: Tuesday, November 4, 2025, 6:00 PM

  Location:  Eau Gallie Yacht Club

  Address: 100 Datura Drive, Indian Harbour Beach, FL 32937

  About Our Speaker:

  

  Michael Schiff is a Managing Director of Client Development for Klingenstein Fields Advisors. His primary role with the firm is engaging with prospective clients to identify wealth planning issues they may face. He then coordinates with the firm’s investment management and wealth planning resources to offer a holistic solution to address their unique financial challenges.

  Prior to joining Klingenstein Fields Advisors, Mike was at Fiduciary Trust Company International, where he was responsible for business growth and relationship management for individuals, families, and philanthropic institutions, domestically and internationally. Mike has also held leadership roles in business development and relationship management with several other organizations, including Glenmede Trust, US Trust and a few global financial institutions.

  Before entering wealth management, Michael was in private practice as an attorney working in large NYC and Philadelphia law firms, specializing in estate planning, family law, and complex commercial transactions. Through these transactions, Mike became interested on the more personal elements of the “deal” and started transitioning his focus to estate and wealth planning.

  Since moving to Florida in 2019, Michael has served as President of the East Coast Estate Planning Council, Chair of the Society of Trust and Estate Practitioners (STEP) Gold Coast Florida Chapter and currently serves on the boards of STEP USA and the Greater Boca Raton Estate Planning Council.  Michael holds the Accredited Estate Planner (AEP) designation conferred by the National Association of Estate Planning Councils (NAEPC) and is a Registered Trust and Estate Practitioner (TEP), through STEP. Michael was also recently appointed to the NAEPC Council Relations Committee.
  

  Menu: You will have a choice between two entrees. Be sure to select one when registering. Dessert is included.

  Registration is not open for this event yet.

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• "Behind the Curtain: The Fed Over Lunch"

  • When
    01/13/2026
  •  
    12:00 PM - 1:00 PM
  • Location
    River Rocks, 6485 South, US-1, Rockledge, FL 32955

  Featuring Michelle Dennard, Vice President and Regional Executive of the Jacksonville Branch of the Federal Reserve Bank of Atlanta

  Date/Time: Tuesday, January 13, 2026, 12:00pm (noon)

  Please plan to arrive by 11:50am to ensure a prompt start.

  Location:  River Rocks

  Address: 6485 South, US-1, Rockledge, FL 32955

  About Our Speaker: 

  

  Michelle Dennard is vice president and regional executive of the Jacksonville Branch of the Federal Reserve Bank of Atlanta. She is responsible for the Branch’s Board of Directors and the District’s Advisory Council on Transportation and Logistics. In her role, she provides regional input into the Atlanta Fed’s monetary policy process.

  Ms. Dennard joined the Jacksonville Branch in 2023. An attorney and member of the Florida Bar, Ms. Dennard has nearly 20 years of experience in workforce and economic development serving in state-level positions to provide strategic leadership and shape policy.

  She is a member of Leadership Florida Cornerstone Class 39, the Leadership Jacksonville New Executive Program, and has received both state and national recognition for her work in workforce and economic development. She is a graduate of the Florida State University College of Business and earned her Juris Doctor degree from the Florida State University College of Law.

  Registration is not open for this event yet.

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• "Maximizing Social Security and Medicare Benefits in Estate Planning" Lunch Meeting

  • When
    03/10/2026
  •  
    12:00 PM - 1:00 PM
  • Location
    River Rocks, 6485 South, US-1, Rockledge, FL 32955

  Featuring Tony Bryan from Truist Wealth

  Date/Time: Tuesday, March 10, 2026, 12:00pm (noon)

  Please plan to arrive by 11:50am to ensure a prompt start.

  Location: River Rocks

  Address: 6485 South, US-1, Rockledge, FL 32955

  About Our Speaker: 

  

  Tony is an Advice and Planning Strategist with the Advice and Planning Group of Truist Wealth. He is the Social Security/Medicare Subject Matter Expert and focuses on helping individuals navigate the complex rules surrounding the Social Security and Medicare system. Tony offers clients more than 24 years of financial services, retirement planning, insurance planning, and estate planning experience. Tony has earned the professional designations of CERTIFIED FINANCIAL PLANNER™, National Social Security Advisor® and Certified Senior Advisor®. He has a B.A in Journalism from The Ohio State University.

  Registration is not open for this event yet.

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