Professional Fiduciary Council of Florida

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

Looking to connect, learn, and exchange ideas with fellow PFC members?Our monthly Member Engagement Meetings are a virtu...
08/20/2026

Looking to connect, learn, and exchange ideas with fellow PFC members?

Our monthly Member Engagement Meetings are a virtual space for peer-led learning, group discussion, and meaningful member connection.

Join us on the second Thursday of each month at 4:00 PM.

📅 Next Meeting: Thursday, September 10, 2026 at 4:00 PM
💻 Virtual | Zoom
🌐 Register: https://www.professionalfiduciarycouncil.org/Calendar-of-Events

Register for an upcoming meeting: https://www.professionalfiduciarycouncil.org/Calendar-of-Events

Meet Amy Felenczak of Liberty Accounting Services, a PFC Affiliate Member and Trust and Probate Accountant!Liberty Accou...
08/17/2026

Meet Amy Felenczak of Liberty Accounting Services, a PFC Affiliate Member and Trust and Probate Accountant!

Liberty Accounting Services prepares annual accountings for trusts, estates, guardianships, and for agents under a durable power of attorney, in accordance with local probate laws. Amy's professional priority says it best: “It’s important to us to provide clear, understandable, and timely financial reports so clients always know the status of their assets.”

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

One week away: Strengthen your understanding of HIPAA and your authority to access a client’s health information.Join us...
08/10/2026

One week away: Strengthen your understanding of HIPAA and your authority to access a client’s health information.

Join us virtually on August 21 for “Understanding HIPAA for Fiduciaries.” Continuing education credit has been applied for, and registration is free for PFC members.

Register today: https://www.professionalfiduciarycouncil.org/event-6761431

Save the date for two signature days of education, connection, and practical insight for Florida’s fiduciary community!P...
07/31/2026

Save the date for two signature days of education, connection, and practical insight for Florida’s fiduciary community!

PFC's 8th Annual Florida Fiduciary Conference and 2nd Annual Professional Fiduciary Academy return May 6-7, 2027, with timely sessions focused on fiduciary practice, legal and ethical responsibilities, professional development, and the real-world issues fiduciaries navigate every day.

Stay tuned for speaker announcements, agenda details, sponsorship opportunities, and registration information: https://www.professionalfiduciarycouncil.org/event-6784644

Fiduciaries and health care decision-makers regularly encounter questions about accessing medical information and record...
07/31/2026

Fiduciaries and health care decision-makers regularly encounter questions about accessing medical information and records.

At our August Fiduciary Friday, Alexandra V. Rieman will explain what HIPAA does—and does not—require when a fiduciary, surrogate, proxy or guardian requests protected health information.

Register for the August 21 webinar: https://www.professionalfiduciarycouncil.org/event-6761431

Are you confident in the fundamentals of special needs trusts?Our July Fiduciary Friday webinar will offer a clear, acce...
07/17/2026

Are you confident in the fundamentals of special needs trusts?

Our July Fiduciary Friday webinar will offer a clear, accessible review of key planning tools for fiduciaries, including first-party, third-party, and pooled trusts, SSI eligibility considerations, and best practices for trust administration.

Join us next Friday, July 24 from 9:00–10:00 a.m. via Zoom.

Register here: https://www.professionalfiduciarycouncil.org/event-6733462

Did you know PFC membership connects Florida’s professional fiduciaries with continuing education, industry resources, m...
07/10/2026

Did you know PFC membership connects Florida’s professional fiduciaries with continuing education, industry resources, meaningful professional relationships, and opportunities to strengthen the fiduciary profession statewide?

Whether you serve as a trustee, personal representative, or another fiduciary capacity, PFC provides a professional community built around high standards, integrity, education, and trust.

Learn more about membership and apply today: https://www.professionalfiduciarycouncil.org/

🇺🇸 Happy Independence Day from the Professional Fiduciary Council of Florida! This year, we recognize the principles tha...
07/03/2026

🇺🇸 Happy Independence Day from the Professional Fiduciary Council of Florida! This year, we recognize the principles that strengthen both our country and our profession: trust, integrity, service, and the responsibility to help protect the independence and dignity of those we serve.

As we head into the weekend celebrating America's 250th Birthday, we're wishing our members and community a safe and fun weekend. 🎆

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76 4th Street North
Saint Petersburg, FL
33731

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