Sanibel Captiva Trust Company announces 2019 Speaker Series
The Sanibel Captiva Trust Company will begin its first in a series of five programs on Jan. 15 at The Community House from 10 to 11:30 a.m. “Downsizing from Start to Finish” will be presented by Jacqueline Drake, ASID and professional organizer on how to face the complexity of transitioning from a larger home or multiple homes to a more manageable and carefree lifestyle.
“This is a very hot topic among our clients and residents of Sanibel-Captiva and the Fort Myers area,” said Robin L. Cook, Executive Vice President and Wealth Services Advisor for The Trust Company. “Whether people just want to organize their lives, move to a simpler living situation or are preparing to move to an independent living community, this presentation can help them by providing a focused step-by-step process on how to address the project, as well as receive recommendations for professional assistance.”
Jacqueline Drake is a certified designer through the American Society of Interior Designers, as well as a professional organizer who regularly assists individuals and couples in the process of downsizing both before and after the move. It does not need to be as daunting as it may seem.
The remaining presentations include: Feb. 4, Investing in the Age of Artificial Intelligence; Feb. 26, Why Selecting a Trustee Matters; March 25, Power Eating to Help Keep Disease at Bay; and April 8, The Art of the Appraisal. For details, visit www.sancaptrustco.com/2019SpeakerSeries.
Steven V. Greenstein, Executive Vice President and Wealth Services Advisor at the Trust Company said, “The Speaker Series is designed to educate and advise women and men on topics from economics and investing to estate planning and important lifestyle issues. We work hard each year to bring relevant and trending information to our clients and community and invite you to join us.”
Continental breakfast is provided beginning at 9:30 a.m. Reservations are required, and seating is limited for the complimentary programs. Available for attendees with $2 million in investable assets and higher. RSVP to Frances Steger at fsteger@sancaptrustco.com or call 239-472-8300.