The Naples Trust Company 2020 Speaker Series
Posted on December 3, 2019
Events listed below will be held at:
THE NAPLES YACHT CLUB
700 14TH AVENUE SOUTH | NAPLES
Thursday, January 16
Don’t Have an Estate Plan Catastrophe
Peter Knize, J.D., LL.M., Trust Administration
The Naples Trust Company
Some of the most famous people in the world have fallen victim to poor estate planning
or none at all. We assume these superstars are surrounded by the best advisors the legal
and financial industry have to offer – but not always. Be a superstar for your family and learn from their mistakes!
Friday, February 7
Your Spouse Has Passed – What Now?
Alison K. Douglas, Principal | Cummings & Lockwood, LLC
Cherry W. Smith, Wealth Services | The Naples Trust Company
Your loved one may have managed the financial and estate responsibilities
in your household. Whether or not your spouse or significant other
has already passed, be prepared by knowing the hurdles that widows
and widowers face during the first year and the resources available to you.
Events listed below will be held at:
TIBURON GOLF CLUB
2620 TIBURON DRIVE | NAPLES
Wednesday, February 26
Ten Things Wall Street Won’t Tell You
Timothy P. Vick, Director of Research
Ian N. Breusch, Chief Investment Officer
The Naples Trust Company
Tim and Ian provide you their insides’ perspective of how the investing industry tries to shape your behavior.
Wednesday, March 18
What Collier Voters Should Know
Sandy Parker – Founder & Publisher | Sparker’s Soapbox
The 2020 elections are around the corner, so it’s a good time to review Florida and Collier County’s
government at all levels. Learn how to be a more informed voter and member of the community.
Programs are held from 10:00 – 11:30 AM
Continental Breakfast begins at 9:30 AM
Reservations are Required. Seating is Limited.
Reserve entire series or select the programs you prefer.
RSVP to Samira@naplestrustcompany.com or call 239.774.4000
$2 million in investible assets and higher
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