Featured Speaker: Kerri Goldsmith – Area 3 Assistant Governor
Doubletree at Bell Tower Shops 13051 Bell Tower Drive, Fort Myers, United StatesFeatured Speaker for September 7th Meeting: Kerri Goldsmith Area 3 Assistant Governor Kerri 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. Kerri 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. With 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. [...]