Get expert tips to help improve your overall financial wellness while learning how your tax dollars are managed, spent and invested at a free Financial Wellness Summit hosted by Lee County Clerk Kevin Karnes.
The first-of-its-kind event will take place on Thursday, July 11 from 8-11 a.m. at Florida SouthWestern State College in Building U, Room 102. The college is located at 8099 College Parkway in Fort Myers.
At the Financial Wellness Summit, participants will have the opportunity to attend different, back-to-back sessions and hear from a variety of experts who will present engaging financial information. The summit will also feature an expo where attendees can visit different vendor booths featuring key financial information.
The session topics include:
- Smarter spending: 5 tips for mastering your budget
- How to save with property exemptions
- A local & national economic market update
Clerk Karnes will also speak about Lee County investments and the state of county finances. Aside from serving as the Clerk of the Circuit Court, Clerk Karnes is also the Comptroller for Lee County, which means he is the county auditor, county recorder, and custodian of all county funds. Through the Comptroller function of his role, Clerk Karnes is responsible for managing and investing nearly $2 billion of Lee County’s tax dollars annually.
“As Lee County’s Comptroller, I am proud to present this event to the community on the importance of financial wellness,” said Clerk Karnes. “As a taxpayer and resident of Lee County, it is very important that you understand how your tax dollars are being utilized, in addition to managing your own finances. The purpose of the summit is to provide information and education on both topics, and I want to encourage everyone who is able to come out and take part in it.”
Light refreshments will be provided. Space is limited and registration is required. Participants can register at www.leeclerk.org/events.
*Per Florida law, the Clerk’s office is prohibited from providing legal and/or financial advice. The information provided in this seminar is for educational purposes only and should not be relied upon for any specific legal or financial issue you may have. If you require any legal or financial advice, you should contact a legal or financial professional.
