Upcoming Women’s Events in All Markets
Posted on March 4, 2016
The “Women Opportunity Wealth” series is designed specifically for women to encourage investment and estate planning growth and confidence. See all of the remaining programs here.
SANIBEL
Program Details: 9:30 – 11:30 AM | The Sanctuary Golf Club | 2801 Wolfert Road, Sanibel
Wednesday, March 9, 2016
Countdown to an Estate Plan
Dr. Frederick Schaerf, Neuropsychiatric Research Center of Southwest Florida
David Port, J.D., The Trust Company
Memory loss due to Alzheimer’s Disease or other neurological disorders can jeopardize the quality and strength of an estate plan. Learn the warning signs and why it is vital to make trust and estate planning decisions promptly if memory health is in question.
Tuesday, April 5, 2016
Don’t Get Caught in the Dark
Hood Craddock, CPA, Director of Family Office Services, The Trust Company
Losing a spouse is overwhelming. Like many husbands, yours may be taking sole responsibility for managing the finances and estate matters. If you haven’t been included in the process, you may find yourself in deep water if he passes before you – even if a trustee is involved. Find out how to put an action plan together before and even after his passing that will bring structure for you or even your future beneficiaries.
$2 Million in investable assets and higher.
Reservations are required. RSVP to Frances Steger at fsteger@sancaptrustco.com or call 239.472.8300.
TAMPA
Program Details: 10:00 – 11:30 AM | Tampa Office – 4488 Boy Scout Blvd., Suite 424, Tampa
Monday, March 14, 2016
Look Good and Feel Great…With Color
Christine Sherlock, Image Consultant, Image Matters
Ms. Sherlock will address the importance of color and why color is the first thing women should think of when getting dressed each day in order to have a positive impact on image.
$2 Million in investable assets and higher.
Reservations are required. RSVP to Carla Powers at cpowers@tampabaytrustcompany.com or call 813.915.6202
NAPLES
Program Details: 10:00 – 11:30 AM | The Naples Yacht Club | 700 14th Avenue S, Naples
Thursday, April 7, 2016
The Stuff of Life
Alison K. Douglas, J.D., Principal (Guest Presenter)
Cummings & Lockwood
Collections and life-long passions come not only with emotional memories, but very often a monetary value. Learn the important steps of how to designate “your stuff” – everything from art collections to cherished recipes – to future generations in a way that is fair and concise.
$2 Million in investable assets and higher.
Reservations are required. RSVP to Samira Molabecirovic at samira@naplestrustcompany.com or call 239.774.4000
My Account