Posted on May 9, 2017
Across Tampa Bay, Sanibel-Captiva and Naples, the Trust Company’s 2017 annual speaker series was more popular than ever. Hundreds of women and men attended programs from January through April regarding valuable topics on Investing, Digital Due Diligence, How Memory Loss Affects Estate Planning, Wealth Preservation, Recharging Your Focus, and Planning Long-term Care to name a
Posted on May 8, 2017
The Naples Trust Company hosted an appreciation event to thank their clients and colleagues this week at Wyndemere Country Club in Naples. Naples Trust Company president, Carol Boyd said, “The Naples Trust Company is very appreciative of all of our clients and community partners. Their confidence in us is one of the reasons our firm
Posted on April 27, 2017
The Tampa Bay Trust Company held a presentation for approximately 40 Lakeland clients, special guests and business professionals at Grasslands Country Club last week entitled, “What’s Next for the Market?” Senior portfolio manager, Andrew Vanderhorst, CFA, CFP®, CLU® highlighted trends in the market influenced by the new Trump administration, from tax reform to trade regulations.
Posted on April 26, 2017
Each year The Sanibel Captiva Trust Company team hosts a spring celebration to thank their clients, community partners and special friends. Recently at Casa Ybel Resort on Sanibel, more than 200 guests were in attendance to participate in the festivities under the tent overlooking the Gulf of Mexico. In addition to an abundance of delicious
Posted on April 25, 2017
The Naples Trust Company recently hosted a program at The Naples Yacht Club on digital assets by M. Travis Hayes, Esq., of Grant, Fridkin, Pearson, P.A. to raise clients’ awareness of how estate law and trust administration is swiftly changing in regard to the Federal and state statutes governing the access to and transfer of
Posted on April 24, 2017
The final program of The Sanibel Captiva Trust Company’s WOWPlus 2017 series was this past week at The Sanctuary Golf Club. The presentation entitled “A Beautiful Friendship… Long-Term Care and Finance” was presented by Samira K. Beckwith, CEO & President, Hope HealthCare and Robin L. Cook, Executive Vice President, The Trust Company. Some important statistics
Posted on March 9, 2017
The Tampa Bay Trust Company recently held a program for clients and guests entitled, “The Trump Effect – What it Means for Financial Markets” at Belleair Country Club. The presentation was given by senior portfolio manager, Andrew Vanderhorst, CFA, CFP, CLU and Trust Company president, Michael R. Dreyer, CPA. Vanderhorst and Dreyer covered the recent
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
Posted on February 7, 2017
Ryan Clegg, owner of Clegg Insurance Group, as well as the newly renovated office building at 1314 S. Fort Harrison Avenue held an open house Wednesday evening along with the family of respected businesses that call the building home. Host companies included The Tampa Bay Trust Company, which established this new office last November; David
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