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SUMMARY:Featured Speaker: Kerri Goldsmith - Area 3 Assistant Governor
DESCRIPTION:Featured Speaker for September 7th Meeting:Kerri Goldsmith\nArea 3 Assistant Governor\nKerri Goldsmith is a senior financial advisor in the HBKS® Wealth Advisors office in Fort Myers\, Florida and has been with the firm since 2009. She specializes in helping her clients fulfill their dreams through personalized financial planning\, investing\, and risk management services. Her assistance helps her clients plan for their own future\, their children’s or grandchildren’s education\, or passing their wealth onto future generations or charitable causes. \nKerri also works with businesses to provide qualified retirement plans and financial education for their employees. She takes great pride in providing individualized\, hands-on client solutions with strategic vision and problem-solving creativity that offer unique perspectives on financial planning. \nWith a strong belief in professional development and community involvement\, Kerri is active in numerous organizations. She is a member of the Financial Planning Association of Southwest Florida and the Estate Planning Council of Lee County. She is a past president of the Rotary Club of Fort Myers South\, where she continues to serve in leadership roles. She volunteers with United Way Allocations Team\, is a graduate of Leadership Lee County\, and is active in the Greater Fort Myers Chamber of Commerce. \nKerri earned her Bachelor of Science degree in Marketing from the University of South Florida\, as well as an Associate of Science degree in Business Administration from Lake Region State College. She is a certified financial planner™ professional and holds the Chartered Retirement Plans Specialist℠ and Accredited Investment Fiduciary designations. \nWEEKLY SUNRISE MEETING\nJoin us on Wednesday at the Crowne Plaza Fort Myers at Bell Tower Shops\n13051 Bell Tower Drive\, FL\, 33907\nLET US KNOW YOU ARE ATTENDING\nCan’t Make it?\nJoin our Zoom Meeting – 3 Ways to Join\nONEClick on the link to our ZOOM ROOM below. With this method you can join via a desktop computer\, laptop computer\, tablet or phone. If you use a desktop or laptop you can use your regular browser or download the Zoom App for your computer. If you plan to join via a tablet or phone\, you must download the application from your phone provider’s App store. \nSunrise ZOOM RoomTWOClick on the link below and and enter\nMeeting ID: 465 653 4071 \nSunrise ZOOM RoomTHREEDial in by phone: Call 929-205-6099 and enter\nMeeting ID: 465 653 4071\, when prompted. \nCALL NOW
URL:https://fmsunriserotary.com/event/featured-speaker-kerri-goldsmith-area-3-assistant-governor/
LOCATION:Doubletree at Bell Tower Shops\, 13051 Bell Tower Drive\, Fort Myers\, 33907\, United States
CATEGORIES:Wednesday Meeting
ATTACH;FMTTYPE=image/jpeg:https://fmsunriserotary.com/wp-content/uploads/Featured-Speaker-Kerri-Goldsmith.jpg
ORGANIZER;CN="Fort Myers Sunrise Rotary":MAILTO:rglsurf@comcast.net
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