Representatives from three local legal, tax accounting, and financial advisory firms will team up with the “Ding” Darling Wildlife Society-Friends of the Refuge (DDWS) on Tuesday, Jan. 30, for a free Estate Planning 101 panel presentation at the “Ding” Darling Visitor & Education Center from 9 to 10:30 a.m. Doors will open at 8:30 a.m. with free continental breakfast provided by DDWS.
Sanibel wills, trusts, and estate planning attorney Janet Strickland; Trevor Swartz and Jack Thomas, managing directors and partners at HighTower Advisors/Thomas and Swartz Wealth Management; and Brad Shipley, a certified public accountant with Wiltshire, Whitley, Richardson, and English will present information about the importance of estate planning and how to get started with the process. After the presentation, attendees will have time to meet individually with the speakers to ask questions.
“We see this free ‘class’ as providing a valuable public service and giving attendees insights, guidance, and tools to help them plan their estate or develop questions for their own advisors and family members,” said DDWS executive director Ann-Marie Wildman. “It provides a means to take that first step for those who haven’t already done so and may feel overwhelmed with the process.”
Attendance is free but limited on a first-come basis. Attendees need not be members of DDWS or intending to include it in their will. For more information, contact DDWS at 239-789-8991.
ABOUT DDWS
As a non-profit 501(c)3 organization, DDWS works to support J.N. “Ding” Darling National Wildlife Refuge’s mission of conservation, wildlife and habitat protection, research, and public education through charitable donations and Refuge Nature Shop profits. To support DDWS and the refuge with a tax-deductible gift, visit dingdarlingsociety.org or Ann-Marie Wildman at 239-789-8991 or [email protected].
