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Follow on Google News | First Sanibel Captiva Trust Company event in the 2023 Fort Myers Speaker Series is Jan. 31The speaker series through April covers economics, investing, estate planning and lifestyle trends
By: Sanibel Captiva Trust Company "We are pleased to offer thought-provoking and energizing programs targeted to area residents as we prepare to open our Fort Myers office at Bell Tower later this spring," said Market President Jeffrey A. Muddell, CFP. "We have been serving island and Fort Myers communities with vital investment strategies and philanthropic support since 2001." Events are scheduled at the Event Center, 1901 Brantley Road, Suite 7, in Fort Myers, and begin with a continental breakfast at 9:30 a.m. and a 10 a.m. program. Events include:
o "Unexpected Incapacity," o "The Problem Child," with Peter Knize, J.D., LL.M, Fiduciary Services, The Trust Company. Do you worry about your adult or minor problem child? Are there estrangement, criminal, financial, creditor, divorce or spendthrift issues? Hear the panel's advice and suggestions to manage these stressful situations. o "Avoid the Messy Estate Settlement,"
This presentation will cover Southwest Florida from the perspectives of demographics, economics, employment and economic opportunities, education and more. The series is intended for guests with $2 million and higher in investible assets. Seating is limited, and reservations are required. Contact Frances Steger at fsteger@sancaptrustco.com, call 239.472.8300 or visit http://www.sancaptrustco.com. End
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