Wealth and Legacy Planning Lunch and Learn Session

The Lakeland Alumnae Chapter of Delta Sigma Theta Sorority, Inc. is hosting a Wealth and Legacy Planning Lunch and Learn designed to help individuals and families better understand how to protect, manage, and pass on their financial assets. The event will take place on March 21, 2026, from 11:00 AM to 1:00 PM at The Well.

This educational session will feature Donica Jean, Trust & Business Development Officer with Southeast Trust Company, who will guide attendees through key topics such as trust administration, estate planning and settlement, investment management, and retirement savings strategies.

Participants will gain practical insight into how to protect their assets, understand estate planning tools, and plan for long-term financial security for themselves and future generations. The interactive session also provides an opportunity for attendees to engage directly with a financial professional and ask questions about wealth preservation and legacy planning.

The event aims to empower the community with knowledge and resources to make informed financial decisions for today, tomorrow, and the future.