6:15 pm - 8:00 pm
Our speaker will be Steve Greenstein is Executive Vice President of the Sanibel Captiva Trust Company, the largest independent trust company in Southwest Florida. He is a Wealth Services Advisor and assists clients with estate planning, tax management, and family-related issues, including multi-generational transfers and philanthropy.
Steve has a Law Degree from the University of Baltimore and has been designated as a Certified Trust and Financial Advisor by the American Bankers Association. He also has certifications in Behavioral Finance and Special Needs Trusts.
Prior to joining the Trust Company, Steve had successful careers in both law and in the nonprofit sector and has served on numerous local charitable Boards. He served as Executive Director of the Sanibel and Captiva Islands Chamber of Commerce from 1999-2005 and Executive Director of CROW from 2009-2013. He is currently a Charter member of the Hodges University President’s Council, Treasurer of BIG Arts, Director Emeritus of the Charitable Foundation of the Islands and an Advisory Board member of the Sanibel Historical Museum and Village. Steve has also served as a member and Chairman of the Sanibel Planning Commission and as President of the local synagogue Bat Yam-Temple of the Islands. He has been recognized with lifetime achievement awards from Sanibel and Lee County organizations for his contributions to the community.
Steve will be talking about “How to talk to your heirs about managing inherited wealth.”
Virtual Happy Hour at 6:15PM, Meeting starts at 6:30PM.
Link to be provided.