provided to The Santiva Chronicle
FORT MYERS, Fla. – The Sanibel Captiva Trust Company announces their “2023 Economic Outlook” luncheon program on Thursday, Jan. 26 at 11:30 a.m. at Broadway Palm Dinner Theater, 1380 Colonial Blvd., Fort Myers.
At the event, members of The Trust Company’s Investment Management Team will provide a global economic overview and discuss investment strategies for 2023. “Now that the Trust Company has added a Fort Myers location, our entire team is excited to be holding our first Economic Outlook for both Fort Myers and island residents in the area,” said Founder and Chairman S. Albert D. Hanser. “Since we started in 2001, we have provided quality independent wealth management services to protect, grow and perpetuate the assets of our clients and their families.”
The presentation includes:
• Welcome and introductions by S. Albert D. Hanser, founder and chairman
• Presentations by Craig. J. Holston, executive vice president, senior portfolio manager; Edwin C. Ciskowski, CPA, senior vice president, senior portfolio manager; Gary W. Dyer, CFA, senior vice president, senior portfolio manager
• Closing remarks by Jeffrey A. Muddell, CFP, Sanibel market president and Megan Marquardt, CFP, CTFA, Wealth Service Advisor
• Seating is limited, and reservations are required. The program is intended for guests with $2 million and higher in investible assets. Contact Frances Steger at fsteger@sancaptrustco.com or call 239-472-8300.
Leave a Comment