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Take control of your financial future and get an inside look at how your county operates. Join us at the third-annual Financial Wellness Summit.
Sessions include:
Financial State of Lee County Address by Clerk & Comptroller Kevin C. Karnes
Market Update: Florida & Lee County by CLA's Adam Bourk and Chris Kessler
Generational Wealth: Building a Legacy that Lasts by LMCU's Director of Business Development Relationships, Ismael Torres
Estate Planning Essentials: Protecting Your Life, Legacy, and Loved Ones by Estate Planning Attorney, Cherish C. Rotundo, Esq.
Retirement Ready? Five questions to help you prepare for your longest vacation, by Modern Woodmen of America's Managing Partner Kristina Ribali
The morning also features a Vendor Expo and a live Q&A session to ensure you walk away with the answers you need to build a stronger financial foundation.