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Financial Wellness Summit

Space is limited and registration is required - Register Here 

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.

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