2022 Naples Speaker Series
Posted on January 3, 2022
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 18
Naples Yacht Club
Hijacking Your Inheritance
Jamie B. Schwinghamer, J.D., Probate, Trust and Guardian Litigation
Roetzel & Andress Law
T. John Costello, Jr., J.D., Fiduciary Services
The Naples Trust Company
Financial and estate planning abuse can come from within and
outside the family – depleting the power and funds for the heirs you intended.
Learn how to protect yourself and them.
Tuesday, February 15
Naples Yacht Club
Advanced Medical Planning – Stay in the Driver’s Seat
Dr. Susan O. Cassidy, M.D., J.D. | CriticalMD
Personal medical planning creates a road map to guide “in the moment”
medical as well as chronic care decision-making, so you have
the kind of care and living situation you desire if you become
impaired and unable to make your own decisions.
Note Change of Venue!
Wednesday, March 9
Tiburon Golf Club
Community Property
Peter Knize, J.D., LL.M., SVP | Fiduciary Services
The Naples Trust Company
Florida’s new Community Property Law may allow couples who
own property and are domiciled in Florida a serious tax advantage
through a Community Property Trust.
Don’t miss this informative presentation.
Wednesday, April 6
Tiburon Golf Club
Green Energy’s Day in the Sun
Timothy P. Vick, Director of Research
The Naples Trust Company
Under the current Administration and the attention of
global industry, how is Green Energy being viewed as an
investment going forward?
Programs are held from 10:00 – 11:30 AM
Reservations are Required. Seating is Limited.
Reserve entire series or select programs.
RSVP to Samira@naplestrustcompany.com
or call 239.774.4000
Covid-safe practices and spacing will be in effect.
$2 million in investible assets and higher
My Account