Arlene R. Foreman, CFP^®

Arlene began her financial career as an insurance agent and mutual fund salesperson, then went on to counsel some of the nation's largest insurance companies on agent training. She later became Vice President for a national nonprofit educational institution with about 25,000 students per year, and was responsible for all of their courses. As an independent consultant, she then authored several publications on such topics as risk appraisal, AIDS, time management, and, of course, financial planning. She has taught CLU and CFP designation-qualifying courses. Arlene belongs to the Lee County Estate Planning Council and the Financial Planning Association; was Trustee for the Barbara B. Mann Performing Arts Hall Foundation, Treasurer of the Landings Yacht, Golf & Tennis Club, and was an original member of the National Association of Women Business Owners. Finally, Arlene has garnered 18 listings in various American and international Who's Who publications. With all of that behind her, her practice now focuses solely on the independent administration of estates and trusts.