2022 Sanibel 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.
Select one or all of the presentations listed
Wednesday, January 12 ***POSTPONED***
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.
Tuesday, February 1
Hijacking Your Inheritance
Jamie B. Schwinghamer, J.D., Probate Trust and Guardianship Litigation
Roetzel & Andress, LPA
T. John Costello, Jr., J.D., Fiduciary Services
The Sanibel Captiva 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.
Friday, February 25
Community Property Trusts
Peter Knize, J.D., LL.M., SVP | Fiduciary Services
The Sanibel Captiva 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.
Tuesday, March 15
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?
Tuesday, April 5
Seven Deadly Financial Sins
Wealth Services Team
The Sanibel Captiva Trust Company
What are the most overlooked financial strategies that could make the vital difference in the success of your investment portfolio and estate plans? Find out at this fact-filled presentation.
All Speaker Series presentations will be held at the Sanibel Community House | 2173 Periwinkle Way | Sanibel
9:30am Gather and Continental Breakfast
10am Presentation
RSVP to Frances Steger at fsteger@sancaptrustco.com or call 239.472.8300
Covid-safe practices and spacing will be in effect.
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