Affiliate Day – Ft. Myers Beach

Paralegals, Legal Assistants and Licensed Title Agents - Join us for Affiliate Day in Ft. Myers Beach for an action-packed day of best-in-class legal education, fun, great vendors, and camaraderie. Seating is limited, so get yours early! Register by September 26.

When: Friday, October 17, 2025
9:00 AM - 4:15 PM
Includes continental breakfast, lunch, sessions & materials and the Expo

Where: Margaritaville Beach Resort - Book Hotel
251 Crescent Street
Fort Myers Beach, FL 33931

Room Rate: $189/night
Toll-Free: 1-866-899-4001
Local: 239-899-4001
Group Code: FUND2025

Topics Include:

• Real Estate Broker Relationships: Tools and Resources 
  Kara Scott, Legal Education Attorney, The Fund
• Life After Death: Resolving Common Probate Commitment Requirements
  Kara Scott, Legal Education Attorney, The Fund
• Closing Software & Fund Integrations Update
  Margaret Atkins Thumberg, Director, Professional Education & Title Plant Operations, The Fund
• Goodbye GTOs; Hello Forever Reporting: FinCEN’s New Residential Real Estate Rule
  John “Jay” St. Lawrence, Regulatory Compliance Counsel, The Fund
• Possession is 9/10ths of the Law: Parties in Possession – Tenant Estoppels & SNDA’s
  John Brown, Senior Commercial Underwriting Counsel, The Fund
• A Fool and His Money 
  Linda Monaco, Senior Legal Education Attorney, The Fund

Accreditation:

• The Florida Bar
  • ​​​​​​​​​​​​​​CLE Credits
    • 5 hours General
    • 1 hour Ethics
  • Certification Credits
    • 5 hours Real Estate Certification
    • 1 hour Wills, Trusts and Estates
    • 1 hour Business Litigation
• Florida Department of Financial Services

Registration Includes:

• Continental Breakfast, Lunch, Session & Materials
• Opportunities to Connect with Attendees
• Networking with Fund Staff & Vendors in the Expo

MUST be signed in with the User ID of the person who is attending. If you are registering multiple attendees, please sign in and complete each registration separately.

Completion of registration provides consent to The Fund to photograph and videotape the Attendee for publication and upload to social media sites.