2023 Sanibel Captiva Trust Company Speaker Series
(In Fort Myers)
Posted on January 4, 2023
Please join us for thought-provoking and energizing programs, covering relevant information on economics and investing to estate planning and lifestyle trends.
Three of four events will be held at THE EVENT CENTER | 1901 Brantley Road, Suite 7 | Fort Myers
9:30 AM Continental Breakfast | 10:00 AM Program
Tuesday, January 31 – EVENT CENTER
THE GIFT OF PLANNING AHEAD
Join us as this esteemed panel covers three critical life events where some forethought could make a vital and positive difference for you and your family members.
Craig R. Hersch, Florida Bar Board Certified Wills, Trusts & Estates Attorney; CPA, Sheppard Law Firm
No one plans to become incapacitated. Learn how to put plans in place that will go to work if this happens to you.
The Problem Child
Peter Knize, J.D., LL.M, Fiduciary Services, The Trust Company
Do you worry about your adult or minor problem child? Are there estrangement, criminal, financial, creditor, divorce or spendthrift issues? Hear the panel’s advice and suggestions to manage these stressful situations.
Avoid The Messy Estate Settlement
Hayley A. Donaldson, Attorney, Sheppard Law Firm
What happens to families and heirs after death when personal assets are not properly titled? A little strategy ahead of time is the real gift to your family.
Friday, February 24 – EVENT CENTER
THE INVISIBLE PATIENT
Annalee Kruger, Author, Senior Care Advisor – Caregiver Advocate
Caring for a family member can be a rewarding experience, but the stress involved can cause caregivers to put themselves and their wellbeing in the background resulting in “the invisible patient.” The author of The Invisible Patient speaks on how caregivers can fulfill their role without losing themselves in the process.
Tuesday, March 14 – EVENING PROGRAM
Bill Dedman, Pulitzer Prize Winning Author and Journalist
A grand New York home belonging to copper heiress Huguette Clark had been left unoccupied for nearly sixty years. Why? Empty Mansions by author Bill Dedman, is a rich mystery of wealth and loss, connecting the Gilded Age opulence with a twenty-first-century battle over a $300 million inheritance. Join us to find out what happened and how your family may avoid the same fate.
~ The Burroughs Home ~
U.S. National Register of Historic Places
2505 First Street | Fort Myers
5:00 PM Reception | 6:00 PM Program
Complimentary Valet Parking
Tuesday, April 4 – EVENT CENTER
THE PAST, PRESENT AND FUTURE OF SOUTHWEST FLORIDA
Dr. Aysegul Timur, Vice President and Vice Provost of Strategy and Program Innovation | Member of the Regional Economic Research Institute Florida Gulf Coast University
This riveting presentation will cover Southwest Florida from the perspectives of demographics, economics, employment and economic opportunities, education, and more. Global and domestic events are affecting the local community in a big way. Join us to find out what’s on the horizon.
Reservations are Required. Seating is Limited.
Reserve 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