Join us for our remaining spring speaker series in our Naples, Sanibel and Tampa Bay markets
Posted on February 22, 2017
NAPLES – WOWPlus
The Naples Yacht Club | 700 14th Ave., S | Naples – 10:00 – 11:30 AM
RSVP to samira@naplestrustcompany.com or 239.774.4000
Tuesday, March 28 (ladies program)
“TIPS or TRICKS?” HOW TO INVEST WITH CONFIDENCE
Any investor can make errors in judgment that may have long-term repercussions for a portfolio. Most mistakes are not only common, but behavioral and avoidable. Join Tim Vick as he helps turn potential traps into opportunities, and highlights ways to bring discipline to your financial decision-making.
Presenter – Timothy P. Vick, Senior Vice President, Director of Research, The Trust Company
SANIBEL – WOWPlus
The Sanctuary Golf Club | 2801 Wulfert Road | Sanibel Island – 9:30 – 11:30 AM
RSVP to RSVP@sancaptrustco.com or call 239.472.8300
Tuesday, April 11 (ladies program)
“A BEAUTIFUL FRIENDSHIP” BETWEEN LONG-TERM CARE AND FINANCE
Just as you work with an advisor for your investment strategy, so should you work with a professional to assess your long-term health care needs. Do you want to age in your own home or be part of a community with the activities and levels of care that come with it? Planning ahead will help avoid devastating effects on your nest egg, your loved ones, and your ability to live in your desired location.
Presenters – Dr. Samira K. Beckwith, President and CEO, Hope HealthCare Services and Robin L. Cook, Executive Vice President, The Trust Company
TAMPA BAY – WOW
(programs for women)
Tuesday, March 28, 2017
How to Vet and Secure Responsible Home Care
Choosing in-home assistance for a parent or another family member is an extremely important undertaking and can be a stressful decision. How will you know the steps to take to assure that you are on the right path? Learn how to care for your loved ones without the worry of elder abuse or financial exploitation.
Presenters – Lisa Shively, Home Care Liaison, Bayshore Home Care and Terry Igo, CEO, Tampa Bay Trust Company
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