Business Notes
TRUST COMPANY TO CONTINUE WOW SERIES
The Sanibel Captiva Trust Company will continue its Wisdom of Women (WOW) series with two seminars that will cover investment, financial and estate planning.
The first will be held on March 12 at 10 a.m. at The Community House, at 2173 Periwinkle Way, Sanibel, with a continental breakfast at 9:30 a.m. The second will take place on March 13 at 4 p.m. the Bell Tower Office, at 13525 Bell Tower Drive, Fort Myers, with wine, beverages and light appetizers.
Each presentation will touch on the basics of investing, financial planning to include retirement, long term care, caregiving, creditor protection, titling of trusts, inheritance, estate tax and more.
Case studies will be shared on the following scenarios that commonly impact women of any age:
– Suddenly single: Whether through divorce, incapacity or death of a spouse
– Cash windfall: Whether from the sale of a business or other significant asset or an inheritance
– Midlife planning: How to make sure you have enough money to live on, what are your goals and how best to establish a legacy for family
The seminars will be led by female members of the team, including Bell Tower Office President Megan Marquardt.
Reservations are required.
The presentations are designed for those with $2 million and higher in investable assets.
To register, contact Frances Steger at fsteger@sancaptrustco.com or 239-472-8300.
CITY REMINDS OWNERS OF FINAL INSPECTIONS
The city of Sanibel’s Building Department reminded owners of newly renovated vacations rentals — whether a condo or stand-alone unit — to ensure that they have their final inspections completed before welcoming back guests.
Most inspections can be completed within 48 hours of request.
To request inspections or for more information, contact the department at 239-472-4555 or sanibelbuild@mysanibel.com.
CFI ANNOUNCES NEW BOARD OF DIRECTORS
The Charitable Foundation of the Islands (CFI) announced that its board of directors will see several changes this year as the Executive Committee transitions to a new slate of officers.
The new board consists of Lisa Riordan as chair, Doug Congress as vice chair, John Morse as secretary and Mike Bennett as treasurer. In addition, Chip Roach will serve as immediate past chair after completing five years of service as CFI’s chair.
Riordan, who previously served as secretary and vice chair, is the second woman and first Captivian to serve in the role. She spent years in the communications industry before beginning her 25-year career in labor representation. Riordan also serves as president of the Captiva Civic Association’s (CCA) Board of Governors, director of the CCA Foundation and trustee for the Sanibel-Captiva Conservation Foundation’s (SCCF) Board of Directors. A New York native, she has been a resident since 2012.
The CFI reported that the new board will bring a wealth of experience and dedication to their roles.
HORIZON FOUNDATION ANNOUNCES OFFICERS
The Horizon Foundation recently set its slate of officers and board of directors for 2025.
The officers are: Dr. Guido Minaya, with Minaya Learning Global Solutions, as president; Ryan Carter, with Scotlynn USA, as vice president; Mark Stevens, with Stevens Construction, as immediate past president; Sandy Stilwell Youngquist, with Stilwell Enterprises & Restaurant Group, as treasurer; and Fred Edman, with Wright Construction Group, as secretary.
The board of directors are: John Talmage, with the Lee County Economic Development Office, as Lee County EDO director; Robbie Roepstorff, with Edison National Bank, as Lee County IDA chair; Holly Smith, Lee County hotelier, and Bill Morris, with Morris-Depew Associates, as directors; Matt Price, with Seagate Development Group, and Chris Spiro, with Spiro & Associates, as at-large directors; and Helen Edenfield, with City Mattress/Pranasleep, as Horizon Council chair.
The newly appointed officers will play a crucial role in steering the foundation towards achieving its strategic goals for the year ahead.