Sanibel Captiva Trust Company 2019 Speaker Series
Posted on December 20, 2018
Join us for this year’s Trust Company Speaker Series, designed to enlighten and advise men and women on topics from economics and investing to estate planning and lifestyle issues.
Tuesday, January 15
Downsizing – From Start to Finish
Jacqueline Drake, ASID, Professional Organizer
Learn how to face the complexity of transitioning from a larger home
or multiple homes to a more manageable and carefree lifestyle.
Monday, February 4
Investing in the Age of Artificial Intelligence
Timothy P. Vick, Director of Research
The Sanibel Captiva Trust
Gary W. Dyer, CFA, Senior Portfolio Manager
Technology and AI play an increasing role in your portfolio.
Learn the benefits of the human/AI partnership in the 21st Century.
Tuesday, February 26
Why Selecting a Trustee Matters
Craig R. Hersch, P.A. – Shepard, Brett, Stewart, Hersch, Kinsey & Hill, P.A.
Your choice of trustee can lead to the success or failure of your estate plan.
Learn which characteristics to look for when choosing those
who will handle the future of your estate.
Monday, March 25
Power Eating to Help Keep Disease at Bay
Presented by Lee Health
Learn about the foods that infuse every cell of your body
with strength and vibrancy for a longer and energetic life.
Monday, April 8
The Art of the Appraisal
Kristin Vaughan, Estates & Appraisals – Leslie Hindman Auctioneers
How do you value your special assets? Learn how to choose the
proper appraiser and what to expect out of the appraisal process.
All programs are held 9:30 – 11:30 AM
Sanibel Community House
2173 Periwinkle Way | Sanibel
Reservations are Required. Seating is Limited.
Reserve the entire series or select programs.
RSVP to Frances Steger at firstname.lastname@example.org
Or call 239.472.8300
$2 million in investible assets and higher