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
Posted on December 3, 2019 Events listed below will be held at: THE NAPLES YACHT CLUB 700 14TH AVENUE SOUTH | NAPLES Thursday, January 16 Don’t Have an Estate Plan Catastrophe Peter Knize, J.D., LL.M., Trust Administration The Naples Trust Company Some of the most famous people in the world have fallen victim to poor estate planning or none at
Posted on December 3, 2019 Wednesday, January 22 Wine About Fashion 5:30 – 7:30 PM Event & Reception Presented by Neiman Marcus Join us for an early reveal of 2020’s top designer collections for men and women, as well as make-up and fragrance from the world’s best brands. Neiman Marcus at International Plaza 2223 International Boulevard | Tampa Thursday, February
November 2019 Investment Call Posted on November 29, 2019 Enjoy the replay of the November investment call with CIO Ian Breusch and Director of Research Timothy Vick. They look back on what worked and what didn’t in the investment world of 2019 and expectations for 2020. They also touch on politics and volatility, as well as fiscal and monetary policy.
https://www.sancaptrustco.com/wp-content/uploads/2019/11/Nov-2019-Investment-Call.mp3 Posted on October 23, 2019 Al Hanser, Founder and Chairman of The Sanibel Captiva Trust Company announced today the strategic hire of Edwin C. Ciskowski, CPA as senior vice president and senior portfolio manager. Ciskowski joins The Trust Company with more than 30 years of wealth management experience, most recently from Wells Fargo Asset Management in Chicago, Illinois where he
August Investment Call Posted on August 26, 2019 Listen to the replay of the Quarterly Investment Call with CIO, Ian Breusch and Director of Research, Tim Vick. There was a lot to cover in 30 minutes including early effects on the markets due to the upcoming 2020 Presidential Campaign; the health of corporate America; interest rates and more.
https://www.sancaptrustco.com/wp-content/uploads/2019/08/7669947.mp3 Posted on August 5, 2019 In 1909, Samuel Langhorne Clemens (better known as Mark Twain) penned one last request as his health failed: “I came in with Halley’s Comet in 1835. It is coming again next year, and I expect to go out with it… The Almighty has said, ‘no doubt: Now here are these two unaccountable freaks, they came
Posted on June 18, 2019 Financially successful individuals often look for ways to fund charitable interests in a tax efficient manner. Charitable trusts can be an effective tool in meeting this objective. Several variations of a charitable trust exist, and each serves a specific purpose. When a Charitable Remainder Trust (CRT) is established, a gift of cash or property is
Posted on May 30, 2019 The Tampa Bay Trust Company has announced that Christine Penn, Assistant Vice President and Jennifer S. Leon, Assistant Vice President have recently joined the firm, rounding out the Tampa Bay team. Penn serves on the client services and trust operations team. She is responsible for the daily management and execution of numerous tasks surrounding a
Posted on May 30, 2019 The Naples Trust Company is pleased to announce the addition of Peter Knize, J.D., Senior Vice President to the Trust Administration team specializing in Estate Settlement. He will work with Trust Company clients from Marco Island to Tampa Bay in their estate settlement planning and be responsible for managing the assets, debts and estate taxes
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