Financial Wellness Summit

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.

Info: Light refreshments will be provided.

Info: Opportunity to meet with vendors.

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.

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.

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.

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.

Event Venue & Nearby Stays

Florida SouthWestern State College, 8099 College Parkway, Fort Myers, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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