10 events found.
Guardian Only Meetings, Lee County
Schoenfeld Kyle & Associates LLP 1380 Royal Palm Square Boulevard, Fort Myers, FL, United StatesThis 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. Please email Ginny @ vyates430@gmail.com if you wish to attend by zoom. Speaker: Victoria Allen Lighthouse Financial Stewards LLC Victoria Allen, CPA,… Continue Reading Guardian Only Meetings, Lee County
Chapter Luncheon
Heritage Palms Country Club 10420 Washingtonia Palm Way, Fort MyersFeaturing speakers and sponsors, raffles and networking, the luncheons are a great way to learn, meet others in the field, and get feedback from your peers.
Meeting sign-up available in the weeks preceding the meeting. Click here to go to the RSVP page for tickets, current location and map.
Guardians Only – Collier County
Fifth Third Building 999 Vanderbilt Beach Road, Naples, FL, United StatesOur guest speakers will be Andrew Hill and Jennifer Figurelli of Andrew Hill Investment Advisors. Andy and Jennifer co-founded their firm in 2010 and manage over $180 million in assets. They work closely with many guardians and have been great partners in managing clients. They are hands-on in client servicing and enjoy collaborating with other… Continue Reading Guardians Only – Collier County
Featured
Annual Education Event
Heritage Palms Country Club 10420 Washingtonia Palm Way, Fort MyersTHE SOUTHWEST FLORIDA CHAPTER OF THE FLORIDA STATE GUARDIANSHIP ASSOCIATION CORDIALLY INVITES TO YOU ATTEND THE: Annual Educational EventFriday, September 19, 20258:00am to 3:30pm Heritage Palms County Club10420 Washingtonia Palm WayFort Myers, Florida 33966 (map)This year, we're thrilled to have a stellar lineup of speakers including Magistrate Near, Shellie Ferrara, Lance McKinney, Kenny Kemp, Wess… Continue Reading Annual Education Event
Guardian Only Meetings, Lee County
Schoenfeld Kyle & Associates LLP 1380 Royal Palm Square Boulevard, Fort Myers, FL, United StatesThis 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.
Guardians Only – Collier County
Fifth Third Building 999 Vanderbilt Beach Road, Naples, FL, United StatesGathering of professional and public guardians with featured speakers. Third Floor – Conference Room F If you are a first time attendee, please let Linda know so she can welcome you!
Board Of Directors Meeting
Schoenfeld Kyle & Associates LLP 1380 Royal Palm Square Boulevard, Fort Myers, FL, United StatesGuardian Only Meetings, Lee County
Schoenfeld Kyle & Associates LLP 1380 Royal Palm Square Boulevard, Fort Myers, FL, United StatesThis 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.
Chapter Luncheon
Heritage Palms Country Club 10420 Washingtonia Palm Way, Fort MyersFeaturing speakers and sponsors, raffles and networking, the luncheons are a great way to learn, meet others in the field, and get feedback from your peers.
Meeting sign-up available in the weeks preceding the meeting. Click here to go to the RSVP page for tickets, current location and map.