The Sanibel Captiva Trust Company 2020 Speaker Series
Posted on December 3, 2019
The Sanibel Captiva Trust Company 2020 Speaker Series is designed to enlighten and advise men and women on topics from economics and investing to estate planning and lifestyle issues.
All programs are held 9:30 – 11:30 AM
Sanibel Community House | 2173 Periwinkle Way | Sanibel
Wednesday, January 15
Aging in Place & Long-Term Care
Andrea Sieradzki, Campus Director | Gulf Coast Village
Aging well at home is possible if you plan ahead. Researching long-term care strategies to
support your lifestyle are the key to making it happen. Learn how at our January program.
Tuesday, February 4
Your Spouse Has Passed – What Now?
Peter Knize, J.D., LL.M., Trust Administration
The Sanibel Captiva Trust Company
Your loved one may have managed the financial and estate responsibilities in your household. Whether or not your spouse or significant other has already passed, be prepared by knowing the hurdles that widows and widowers face during the first year and the resources available to you.
Tuesday, February 25
Protecting the Inheritance You Leave Your Loved Ones
Craig R. Hersch, P.A. – Shepard, Brett, Stewart, Hersch, Kinsey & Hill, P.A.
Many estate plans are vulnerable to common dangers such as divorce, creditors, malpractice cases, car crashes or business lawsuits. Learn the latest estate planning strategies that will protect your loved ones when you’re no longer here to protect them yourself.
Tuesday, March 10
Election Results and Your Portfolio
Timothy P. Vick, Director of Research
Edwin C. Ciskowski, CPA, Senior Portfolio Manager
Will a Democratic or Republican White House affect investors’ portfolios?
We’ll look at the historical results, as well as what’s ahead in domestic
and global industry for the answers.
Tuesday, March 31
The Seven Deadly Financial Sins
Steven V. Greenstein, Wealth Services Advisors
No matter how long you’ve been saving, investing or minding your taxes,
we have a few tips to help boost your wealth plan to possibly save you money and aggravation.
Reservations are Required
Reserve the entire series or select the programs you prefer.
RSVP to Frances Steger at firstname.lastname@example.org
or call 239.472.8300