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Office of Vice President and Chief of Staff
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Office of Vice President and
Chief of Staff
Florida Gulf Coast University
10501 FGCU Blvd S.
Fort Myers, FL. 33965-6565

Phone: (239) 590-1006
Fax:     (239) 590-1066

Press Release


FGCU, Wachovia Present First Educational Symposium on Consumer & Financial Issues for Senior Citizens

FORT MYERS, FL - Senior citizens and guardians of the elderly in Southwest Florida are invited to attend the First Educational Symposium on Consumer and Financial Issues Facing Senior Citizens from 9 a.m. to 4 p.m., Saturday, Feb. 21 in the Florida Gulf Coast University Student Union Ballroom.

Sponsored by FGCU and Wachovia, the symposium includes concurrent breakout sessions and guest speakers.

     The Six Things You Need to Know About 1031 Exchanges
Nace Cohen, CPA, The 1031 Exchange Experts

     Asset Planning for Medicaid Assistance
David M. Platt, attorney, Henderson Franklin Attorneys at Law

     Issues and Answers Surrounding Long-Term Care
Linda Webster, LTC specialist, Jaikes Financial Group

     The Prudent Portfolio: Investment Risk Management for Retirees
James H. Applegate, CFP, Applegate Investment Management, LLC

     Declaring Florida Your Residence - The How and the Why
Dave Struble, ChFC, CLU, CFP, Struble Financial Services, Inc.

     How to Select and Work with a Top Financial Advisor
David T. Morgan, senior vice president, Raymond James & Associates, Inc.

     The Basics of Annuities
Paul Byer, LUTCF, CRC, Allstate Financial Services

     Senior Women and Wealth Management
Roger A. Hubley, CFP, CLU, ChFC, MSM, MSFS and Michael P. Braddy, MPA, NetWorth, Inc.

     Real Estate Investment Opportunities for Senior Citizens…And for Other Young People
J. Dan Recer, Ph.D., president, Recer Estate Services

     Protect Yourself from Identity Theft
Kenneth A. O’Donnell, consumer bank market executive, Bank of America

     Reverse Mortgages - A Boom to Seniors
Mark R. Jakes, CSA, American Reverse Mortgage

     Protecting Intergenerational Family Wealth from Divorce, Creditors, and Predators
J. Thomas Uhler and Lowell S. Schoenfeld, J.D., L.L.M., Green Schoenfeld & Kyle LLP

Registration is $15 per individual or $25 per couple, including food and refreshments. Registration forms are available on the Symposium website at and at any Wachovia branch in Southwest Florida. Early registration is recommended.

For more information, contact associate professor of finance Daniel J. Borgia at (239) 590-7371 or .

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