Professional Fiduciary Council of Florida

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Professional Fiduciary Council of Florida The Professional Fiduciary Council of Florida strives to promote excellence in fiduciary services.

Meet Mark Vernick, CFP®, AIF® of Vernick Financial, a PFC Affiliate Member helping guardians and professional fiduciarie...
10/01/2026

Meet Mark Vernick, CFP®, AIF® of Vernick Financial, a PFC Affiliate Member helping guardians and professional fiduciaries manage assets for the individuals they serve.

Vernick Financial specializes in the unique demands of fiduciary asset management, including court oversight, documentation, reporting, and the responsibility that comes with managing assets on behalf of someone else.

Learn more about PFC Membership: https://www.professionalfiduciarycouncil.org/Membership-Application

How can fiduciaries and their counsel help protect an aging adult who has become increasingly vulnerable to exploitation...
09/25/2026

How can fiduciaries and their counsel help protect an aging adult who has become increasingly vulnerable to exploitation? October’s Fiduciary Friday will address both the legal options and practical strategies available when these challenging situations arise.

Join Stephanie L. Cook, Esq. on Friday, October 30 from 9:00–10:00 a.m. for Understanding and Protecting Vulnerable Adults.

Register today: https://www.professionalfiduciarycouncil.org/event-6836343

Meet Leann Moore, Owner and Senior Move Manager with A Stress-Less Transition and PFC Affiliate Member!Leann helps clien...
09/23/2026

Meet Leann Moore, Owner and Senior Move Manager with A Stress-Less Transition and PFC Affiliate Member!

Leann helps clients and families manage the many details that come with aging in place, moving, sorting through a lifetime of belongings, and documenting important household and personal information.

Her guiding principle is simple: “Regardless of who is paying the bill, the Client is the one who is in transition…and I will always advocate for the Client.”

Learn more about PFC Membership: https://www.professionalfiduciarycouncil.org/Membership-Application

Missed this Fiduciary Friday—or want to revisit the conversation? The recording is available through PFC’s Past Fiduciar...
09/22/2026

Missed this Fiduciary Friday—or want to revisit the conversation? The recording is available through PFC’s Past Fiduciary Fridays library, with eligible Guardian CE and CLE credits available.

“Grantor’s Intent vs. Trustee’s Interpretation” explores the legal, practical, and interpretive challenges that can arise between what a grantor intended and how a fiduciary trustee applies the language and discretion of the governing document.

Catch up on valuable fiduciary education when it works for your schedule: https://www.professionalfiduciarycouncil.org/Sys/Store/Products/413656

There’s still time to register for Serving as Power of Attorney in Florida, a two-week virtual course developed in colla...
09/21/2026

There’s still time to register for Serving as Power of Attorney in Florida, a two-week virtual course developed in collaboration by the Professional Fiduciary Council of Florida and Stetson University College of Law.

With flexible online learning, real-world scenarios, practical guidance, and a live instructor Q&A, participants can build the knowledge needed to serve responsibly and confidently.

Public and professional registration options are available.

Learn more and register: https://www.stetson.edu/law/professional-education/fiduciary-education.php

Just one week until September’s Fiduciary Friday!Tangible personal property can raise complicated questions for fiduciar...
09/18/2026

Just one week until September’s Fiduciary Friday!

Tangible personal property can raise complicated questions for fiduciaries. Join Angela M. Adams, Esq. for practical guidance and tools to help navigate these issues in trust and estate administration.

Save your spot: https://www.professionalfiduciarycouncil.org/event-6811342

How can fiduciaries and their counsel help protect an aging adult who has become increasingly vulnerable to exploitation...
09/18/2026

How can fiduciaries and their counsel help protect an aging adult who has become increasingly vulnerable to exploitation? October’s Fiduciary Friday will address both the legal options and practical strategies available when these challenging situations arise.

Join Stephanie L. Cook, Esq. on Friday, October 23 from 9:00–10:00 a.m. for Understanding and Protecting Vulnerable Adults.

Register today: https://www.professionalfiduciarycouncil.org/event-6836343

Meet Jennifer Shulman, MBA, CDMM®, PFC Affiliate Member and Owner of Simply Balanced Solutions, LLC!Jennifer provides Da...
09/17/2026

Meet Jennifer Shulman, MBA, CDMM®, PFC Affiliate Member and Owner of Simply Balanced Solutions, LLC!

Jennifer provides Daily Money Management services that help older adults, busy professionals, trustees, and families stay organized and financially on track.

"One of my favorite parts of this work is collaborating with professional fiduciaries, attorneys, financial advisors, CPAs, care managers, and other trusted professionals. When we work together, clients and their families benefit from a team that communicates well, stays organized, and shares a common goal: serving the client's best interests."

Learn more about PFC Membership: https://www.professionalfiduciarycouncil.org/Membership-Application

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76 4th Street North
Saint Petersburg, FL
33731

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