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.

06/22/2026

THIS FRIDAY! Don't miss Mini Tax School for Fiduciaries with Tammy M. Ferrell, CTFA, CAP® , ATFA and Danielle Cartier, CPA.

This practical program will provide an accessible overview of key tax concepts that arise when serving as a fiduciary, helping attendees better understand their responsibilities and work more effectively with tax professionals.

Register today: https://www.professionalfiduciarycouncil.org/event-6683260

06/02/2026

⚖️ The Authority to Act. The Knowledge to Serve.

This two-week, flexibly-paced online course offers a practical and comprehensive overview of the powers and duties involved in serving as a Power of Attorney in Florida. Participants will learn:

💡Florida‑Specific Guidance for Serving as POA
💡Practical Tools to Avoid Mistakes and Liability
💡Real‑World Scenarios You Can Apply Immediately

Register for the course here: https://www.stetson.edu/law/professional-education/fiduciary-education.php

05/28/2026

As May comes to a close, we’re reflecting with gratitude on the Seventh Annual Florida Fiduciary Conference and Inaugural Professional Fiduciary Academy.

Thank you again to our members, board, sponsors, exhibitors, speakers, and attendees for helping make this year’s conference such a meaningful gathering for Florida’s fiduciary community.

We look forward to continuing this work together—and hope you’ll save the date for our 8th Annual Conference on May 7, 2027. More details to come at professionalfiduciarycouncil.org!

05/25/2026

Today, the Professional Fiduciary Council of Florida remembers and honors those who gave their lives in service to our country.

As we reflect on their sacrifice, we are reminded of the responsibility we all share to serve with integrity, uphold trust, and support the people and communities around us.

We wish our members, partners, volunteers, and broader professional community a meaningful Memorial Day.

05/22/2026

A client’s belongings can involve more than logistics—they can raise questions of value, timing, family dynamics, and responsibility.

Next week's Fiduciary Friday will offer practical insight into evaluating personal property, avoiding common pitfalls, and understanding available options when a client’s home needs to be sorted, moved, sold, donated, or cleared.

Register: https://www.professionalfiduciarycouncil.org/event-6678182

05/20/2026

There’s still time to register for Serving as Power of Attorney in Florida, a two-week online course offered through a collaboration between the Professional Fiduciary Council of Florida and Stetson Law.

This practical program covers the powers, duties, fiduciary responsibilities, and best practices involved in serving as a Power of Attorney in Florida, with flexible online modules and a live Zoom Q&A.

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

05/19/2026

🤝 Our exhibitor community plays an important role in bringing valuable resources, services, and expertise to the Florida fiduciary field. We are grateful to continue spotlighting the organizations that joined us at this year’s Florida Fiduciary Conference and helped create such a welcoming and informative experience for attendees.

Thank you, In Home Senior Fitness, Charles Schwab Trust Company, Guardian Trust, Guiding Light Care Management, and Probate Bond Pros, for your support of the fiduciary community and your commitment to serving those who serve others!

Address

76 4th Street North
Saint Petersburg, FL
33731

Website

http://www.professionalfiduciarycouncil.org/

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