About this Event
Get expert tips to help improve your overall financial wellness while learning how your tax dollars are managed, spent and invested.
Light refreshments will be provided. Space is limited and registration is required.
Disclaimer: 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.
Agenda
🕑: 09:00 AM - 09:30 AM
Arrival & Registration
Info: Light refreshments will be provided.
🕑: 09:00 AM - 09:30 AM
Expo
Info: Opportunity to meet with vendors.
🕑: 09:30 AM - 10:00 AM
Lee County Clerk & Comptroller
Host: Kevin C. Karnes, Lee Clerk & Comptroller
Info: In this session, Lee Clerk & Comptroller Kevin C. Karnes will speak about the role of the clerk in local government, the comptroller function, and county investments.
🕑: 10:05 AM - 10:35 AM
How to Save via Property Exemptions
Host: Matt Caldwell, Lee County Property Appraiser
Info: In this session, participants will have an opportunity to learn about the Lee County Property Appraiser's Office and how they can save money via property exemptions.
🕑: 10:40 AM - 11:10 AM
Market Update: Florida & Lee County
Host: Christopher Kessler, Principal
Info: In this session, participants will hear from professionals at CLA, the nation’s 8th largest accounting and professional services firm, discussing financial trends and best practices for financial wellness. CLA insights will include an economic update and a synopsis financial trends occurring nationally, in Florida and close to home here in Lee County.
🕑: 11:15 AM - 11:45 AM
Smarter Spending: 5 Tips for Mastering Your Budget
Host: Kristina Ribali, Managing Partner
Info: Nobody likes a budget, but everybody loves a spending plan. Join Kristina Ribali, Managing Partner with Modern Woodmen of America on this presentation that will teach practical strategies to help you master smarter spending habits so that you can save more, invest intentionally, and plan for a secure financial future.
🕑: 11:45 AM - 12:00 PM
Q&A and Closing Remarks
Host: Kevin C. Karnes, Lee Clerk & Comptroller
Event Venue & Nearby Stays
Florida SouthWestern State College, 8099 College Parkway, Fort Myers, United States
USD 0.00
