Southwest Florida Guardianship Chapter

Chapter Luncheon
2026-07-14 11:30 - 13:00, 2026-05-12 11:30 - 13:00, 2026-03-10 11:30 - 13:00 (America/New_York) | Heritage Palms Country Club, 10420 Washingtonia Palm Way, Fort Myers, 33965
Click here to go to the RSVP page for tickets.

Board Of Directors Meeting
2026-06-16 15:00 - 17:00, 2026-04-21 15:00 - 17:00, 2026-02-17 15:00 - 17:00 | Schoenfeld Kyle & Associates LLP, 1380 Royal Palm Square Boulevard, Fort Myers, FL, 33919, United States

Guardian Only Meetings, Lee County
2026-06-03 09:00 - 11:00, 2026-05-06 09:00 - 11:00 | Green, Schoenfeld & Kyle Law Firm, Fort Myers
This informal gathering of Guardians provides a private environment to ask questions, learn from others, and develop relationships. Attend in person or by zoom. CEU credits available when program is approved. Please join us in person or online: RSVP to Ginny Yates if you can attend.

Guardian Only Meetings, Lee County
2026-04-01 09:00 - 11:00 | Green, Schoenfeld & Kyle Law Firm, Fort Myers
Conducting the Initial Guardianship Assessment
Come hear Chris Austin, President of Florida Financial Agent, LLC discuss the
statute 744 requirements for your initial assessment of your ward and the execution of your plan of care. Learn the details that you need and best practices to go about retrieving those details. C.E.’s approved.

Identify necessary items for the Initial Report, Annual Plan and routine visits.
Identify ways in which assessment information translates to meeting 744
requirements and the Ward’s needs.
Learn how to create a comprehensive plan of care.
Discuss ways in which to navigate heath care systems and common issues that Wards face.

This informal gathering of Guardians provides a private environment to ask questions, learn from others, and develop relationships. Attend in person or by zoom. Please join us in person or online: RSVP to Ginny Yates if you can attend.

Guardians Only Gathering - Lee County
2026-03-04 09:00 - 11:00 | Schoenfeld Kyle & Associates LLP, 1380 Royal Palm Square Boulevard, Fort Myers, FL, 33919, United States
Topic: Beware of Frauds and Scams
Speaker: Lee County Sheriff’s Office
Stay Smart, Stay Secure! An opportunity to learn best practices in keeping information and assets safe. How to spot and avoid scams and what to do if you become a victim of fraud. C.E.’s pending.
In person or online: RSVP to Ginny Yates if you can attend.

Guardians Only Gathering - Lee County
2026-02-04 09:00 - 11:00 | Schoenfeld Kyle & Associates LLP, 1380 Royal Palm Square Boulevard, Fort Myers, FL, 33919, United States
Topic: Guardian Tool Kit
Speaker: Theresa L. Barton has developed a fun and creative 50 minute educational training presentation with great handouts, and approved C.E.’s about doing property inventories.
The “Guardian Tool Kit” presentation is fun and engaging; we also include a toolbox full of some things to bring when doing an initial inventory – to give away from a drawing of attendee’s business cards.
In person or online: RSVP to Ginny Yates if you can attend.
