Tampa Bay Trust Company 2019 Speaker Series
Posted on December 20, 2018
Wealth & Lifestyle Trends
The Tampa Bay Trust Company is offering a new Speaker Series
designed to enlighten and entertain men and women on topics
from economics and investing to estate planning and lifestyle issues.
~ Note times and locations ~
Thursday, January 17
Power Eating to Help Keep Disease at Bay
11:00 AM – 1:00 PM Luncheon Program
Palma Ceia Golf & Country Club| 1601 S. MacDill Avenue | Tampa
Presented by USF Health
Start the year right by learning about the foods that infuse every cell of your body with strength and vibrancy for a longer and energetic life. Recipes of the day’s healthy and tasty luncheon will help you get started right away.
Wednesday, February 6
How to Protect Your Heirs and Their Inheritance
10:00 – 11:30 AM
The Tampa Bay Trust Company|4488 Boy Scout Boulevard, Suite 425 | Tampa
David F. Port, J.D. – Director of Fiduciary Services
Wealth is at risk due to divorce, lawsuits, special needs or mental illness,
and spendthrift situations to name a few. Join us to learn how
a Corporate Trustee, Co-Trustee or Personal Representative
can advise and partner with your heirs to protect the inheritance
you have so carefully arranged for them.
Tuesday, March 12
Passing Your Homes to Your Children
5:30 – 7:30 PM
Presentation and Reception
Palma Ceia Golf & Country Club|1601 S. MacDill Avenue | Tampa
Hood Craddock, CPA – Director of Family Office Services
Tampa Bay Trust Company
Natalie Annis, of Counsel – Foley & Lardner LLP
Years of fond memories are contained within the walls of a family’s
home or vacation home. But taking responsibility for this real
estate may leave adult children with stress and financial burdens. Learn
key points to consider before passing any home to your heirs.
Reservations are Required. Seating is Limited.
Reserve the entire series or select programs.
RSVP to Carla Powers at 813.514.0923 or
$2 million in investible assets and higher