MONEY MATTERS

Spring Financial Seminars from The Academy of Lifelong Learning

Learn about services from The Legacy Foundation, forensic investing, identify theft and more through these informative Academy seminars. Seating is limited. Register online at www.Reservations.ShellPoint.org

Introduction to the Legacy Foundation at Shell Point

Wednesday, March 8 • 10 – 11 a.m. • Grand Cypress Room/Woodlands

Since 2001, the Legacy Foundation at Shell Point has provided peace of mind through financial, wealth and philanthropic services exclusively for residents of Shell Point. Join Jeff Cory, CFP, CTFA, ChFC, Executive Director of the Legacy Foundation, to meet the team and learn more about:

• Legacy Foundation services designed for Shell Point residents

• Daily Money Management (Bill Paying) Program and Fiduciary Services

• Essential Estate Planning Documents for Florida residents

• Philanthropy at Shell Point

Forensic Investigating

Wednesday, March 22 • 10 – 11 a.m. • Grand Cypress Room/Woodlands

Come join the FineMark National Bank & Trust professionals and learn more about Forensic Investing, including what is a portfolio investigation; bond market risk; income vs. total return and more.

Identity Theft

Thursday, April 13 • 10 – 11 a.m. • Grand Cypress Room/Woodlands

Join professionals from FineMark National Bank & Trust as they explain one of the fastest growing crimes in America. Learn the latest scams to avoid, how to best protect yourself, and the importance of credit freezes.

The Evolution of Markets: Scarier than Jurassic Park

Wednesday, April 19 • 10 – 11 a.m. • Grand Cypress Room/Woodlands

Nadine Wilkes and Paul Weinstein with Weinstein Wilkes Financial Group visit Shell Point discuss stock market investing in 2023. The Fed is the predator and inflation is their prey, but the hunt might be coming to an end. Can dispersion and diversion keep your portfolio from erupting?