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
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.
🕑: 10:40 AM - 11:10 AM
Generational Wealth: Building a Legacy that Lasts
Host: Ismael Torres, Director of Business Dev. Relationships
Info: Discover what generational wealth really means and why it’s more attainable than you think. In this session, we’ll explore simple steps to build financial stability, protect what you’re growing, and pass on more than money to future generations. Whether you’re just starting out or strengthening your foundation, you’ll leave with practical, doable actions to create long lasting impact.
🕑: 11:15 AM - 11:45 AM
Retirement Ready? Five Questions to Help you Prepare for your Longest Vacation
Host: Kristina Ribali, Managing Partner
Info: No matter your age or income, mastering these five pillars of financial planning can set you up for long-term peace of mind. Come learn how to take control of your money, not the other way around.
🕑: 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
