April 14, 2026
Planned Giving Council Breakfast Meeting

The Planned Giving Council will have their next meeting on April 14, 2026. We hope you can join us for this fascinating view with Maryann Fernandez  facilitating the story:

There’s the story clients tell their advisors. And then, there’s the one that unfolds around the family table.

Join us for an interactive session featuring The Big Payday — a sharply drawn look at what happens after the deal closes and the money hits.

A family business is sold for more than anyone expected. One branch distributes wealth immediately. Another hesitates.

Old assumptions surface. Unspoken expectations collide. And the question quietly emerges: Whose money is it, really—and what is it for?

We’ll watch, react, and unpack the dynamics your clients rarely reveal—but YOU are expected to navigate.

Facilitated by:

Maryann Fernandez, Co-Founder & Executive Producer, Shaking the Tree Interactive Productions

About Shaking the Tree Interactive Productions

Imagine sparking meaningful conversations across generations about wealth and purpose. That's the power of Shaking The Tree, a pioneering non-profit that uses innovative theatre to bring complex family dynamics to life.

Since 2000, we've been shattering the silence surrounding inherited wealth and family businesses. Through our impactful productions, both live and filmed, we've helped affluent families and their advisors discuss critical issues like succession planning, philanthropy, and decision-making.

Our unique approach goes beyond dry lectures. We use the power of storytelling through our Living Case Studies® - immersive experiences that resonate with families. We don't just tell stories, we make them feel real, empowering families to chart a clear and purposeful course together.

website: http://shakingthetree.org

This presentation is made possible through the generous support of the McCarthy Educational Access Fund.

LOCATION 

Embassy Suites - WPB Airport
1601 Belvedere Rd., West Palm Beach, FL

Networking & Breakfast:  7:45-8:05 am
Welcome & Introductions:  8:05-8:30 am
Program:  8:30-9:15 am
Close & Announcements:  9:15-9:30 am

APRIL SPONSOR

Please register for the PGC meeting by clicking on the "Register Now" button by April 12, 2026. Members' breakfasts are included in their membership dues. Guest fees are $45, so come see what Planned Giving Council is all about! 

Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406