2018 Trust Company Speaker Series – Sanibel | Naples | Tampa
Posted on January 3, 2018
The Trust Company has three exciting daytime speaker series this season offering topics on investing, estate planning and trending lifestyle issues. WOWPlus in Sanibel officers programs designed specifically for women as well as co-ed audiences depending on the topic. Naples offers the dynamic Naples Speaker Series for men and women, and finally W.O.W. or “Women | Opportunity | Wealth” is a popular women’s only series in our Tampa market. Follow this link to scroll through the 2018 events in your area and we look forward to seeing you at one of them soon.
SANIBEL-CAPTIVA
The Sanibel Captiva Trust Company
All Programs Are Held From 9:30 – 11:30 AM
WEDNESDAY, JANUARY 10 | Sanibel Community House | 2173 Periwinkle Way, Sanibel
Health & Wealth – A Dazzling Duo (Women Only)
Your exercise and activity routine needs freshening just like your financial plan. Join us for this re-energizing health & wealth fitness program.
TUESDAY, FEBRUARY 6 | The Sanctuary Golf Club | 2801 Wulfert Road, Sanibel
Digital Dilemma – Access to Your Assets (Men & Women)
Access to your passwords is critical in order for your loved ones or designated Trustee to manage your bill payments, tax returns, etc. Learn how to easily include this in your estate plan so directives are managed the way you intended.
TUESDAY, MARCH 6 | Sanibel Community House | 2173 Periwinkle Way, Sanibel
Behind the Scenes of the Economy, the Markets, and Your Portfolio (Men & Women)
Join us for a discussion about the most important themes – those well-known and those under the radar, that are really shaping investment returns today with our Director of Research, Timothy Vick.
WEDNESDAY, APRIL 11 | Sanibel Community House | 2173 Periwinkle Way, Sanibel
Passing the Vacation Home to Your Heirs (Men & Women)
Vital points to consider when including family vacation homes or other real estate in your estate plan.
Reservations Are Required
Reserve the entire series or select programs by contacting Frances at fsteger@sancaptrustco.com or call 239.472.8300.
NAPLES
The Naples Trust Company
All programs are held from 10:00 – 11:30 am
Light refreshments will be served.
NAPLES YACHT CLUB |700 14th Ave., S. | Naples
TUESDAY, JANUARY 16 – Advice for Quality Long-Term Care
How to confidently vet and plan for long-term care for you or a loved one from both a financial and lifestyle standpoint.
TUESDAY, FEBRUARY 6 – Passing the Vacation Home to Your Heirs
Key points to consider when including family vacation homes or other real estate in your estate plan.
WYNDEMERE COUNTRY CLUB |700 Wyndemere Way | Naples
TUESDAY, FEBRUARY 27 – Behind the Scenes of the Economy, the Markets, and Your Portfolio
Join us for a discussion about the most important themes – those well-known and those under the radar, that are really shaping investment returns today with our Director of Research.
TUESDAY, MARCH 20 – Making Sense of the Middle East
Learn why the Sunni and Shia cultures are important in today’s struggles in the Middle East.
Reservations Are Required
Reserve the entire series or select programs by contacting Samira at samira@naplestrustcompany.com or call 239.774.4000.
TAMPA
The Tampa Bay Trust Company
All programs are held from 10:00 – 11:30 AM
The Tampa Bay Trust Company | 4488 Boy Scout Blvd., Suite 425 | Tampa
TUESDAY, February 6, 2018
How to Talk to Your Heirs about Managing Wealth
Are your children prepared to manage the wealth you are passing on to them? Do they understand the legalities and tax implications of a trust? Even mature adult children can find the process and responsibilities overwhelming. Join us for this important program that can help you start the conversation.
Wednesday, February 28, 2018
The Art of the Appraisal
The value of your special assets, such as jewelry and artwork, can affect your estate plan, net worth and insurance needs. Determining that value requires highly educated and experienced appraisers. Learn how to choose the proper appraiser and what to expect out of the appraisal process.
TUESDAY, MARCH 20, 2018
Digital Dilemma – Access to Your Assets
Your designated Trustee may NOT be able to access your digital assets – bank statements, tax returns, etc., if you have not properly referenced them in your documents. Learn how to ensure the assets within your estate plan are able to be managed the way you intended.
Reservations are required
Reserve the entire series or select programs by contacting Carla Powers at cpowers@tampabaytrustcompany.com or 813.514.0923.
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