The Sanibel Captiva Trust Company is hosting a program offering the pros and cons of claiming Florida as your domicile, estate planning tips to protect your assets and homestead, along with a discussion on the rising costs of homeowners insurance.
The upcoming seminar with financial and insurance experts begins at 10 a.m. on Wednesday, Nov. 15 at DeRomo’s Restaurant – The Promenade, 16851 South Bay Drive, Bonita Springs.
The session will include topics about domicile vs. residency (there is a difference) as well as keeping your domicile when displaced by a hurricane. Brian Chapman, owner of Chapman Insurance Group, will offer his expert insights into the ongoing insurance crisis including rising homeowners’ insurance costs, predictions for the future of insurance costs and how to lower insurance costs.
Speakers for this seminar include:
- Brian Chapman, Jr., CLU – Agent/Owner at Chapman Insurance Group
- Megan Marquardt, CFP, CTFA – President at The Sanibel Captiva Trust Company, Bell Tower Office
- Carolyn Rogers, CFRE – Senior Vice President of Wealth Services at The Sanibel Captiva Trust Company
“Many new Florida homeowners don’t realize that Florida residency is not Florida domicile,” said Megan Marquardt, President, The Sanibel Captiva Trust Company, Bell Tower Office. “Florida domicile can safeguard your family’s financial future through favorable tax advantages, asset protection, and a legacy of prosperity. So, we highly encourage anyone new to the state or planning to move here to attend a domicile session to learn more.”
Seating is limited, and reservations are required. Seminars are intended for individuals with $2 million in investible assets and higher. Contact Frances Steger at email@example.com or call 239-472-8300.
About The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company is an independent trust company with $3.7 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices are located in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa Bay, Belleair Bluffs-Clearwater and Tarpon Springs. For information, visit SanCapTrustCo.com.