A MESSAGE FROM THE DIRECTOR - Wintrust Banking Center
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PLATINUM ADVENTURES NEWSLETTER
DAY TRIPS • EXTENDED TRIPS • SEMINARS • AND MORE!
SPRING 2022
A MESSAGE FROM
THE DIRECTOR
The buds of spring are arriving and so is an exciting schedule of activities
for the spring and summer! Now is a fantastic time of year to venture
out and explore new places and learn new things. We have a variety of
events planned for the next few months, including day trips, educational
seminars, and extended travel opportunities. Let’s fill your calendar with
interesting and fun experiences!
Do you have a friend or family member nearby who may want to
join you at an event? Visit wintrust.com/panewsletters to see events
happening in your area, as well as near friends and family. There’s sure to
be something for everyone.
At the time of print, the extended trips, outings, and presentations in
this newsletter are all scheduled to occur as planned. However, due
to COVID-19 precautions, these events may need to be rescheduled or
canceled. Please contact me with any questions you may have. I look
forward to seeing you soon!
Dina Holland
FOR MORE INFORMATION ABOUT ANY OF
THE EVENTS YOU SEE IN THIS NEWSLETTER,
OR TO RSVP, CONTACT ME:
DINA HOLLAND
239-687-5206 | cholland@wintrust.com
FOR DETAILED
ITINERARIES ON
DAY TRIPS
You’ll have the unique opportunity to explore the wonders
ANY OF THESE we have nearby. We carefully plan each of our day trips,
UPCOMING events, and seminars to ensure they are packed with as much
DAY TRIPS, adventure and education as possible. Plus, each event offers
CONTACT YOUR a great chance to share with friends just what the Platinum
PLATINUM Adventures Club is all about.
ADVENTURES
DIRECTOR. Pay close attention to the means of transportation for these
trips. Oftentimes, we will gather and transport the group by
bus, but there are some events that require you to commute
on your own. As always, if you should have any questions about
any of these day trips, or would like to RSVP, contact your
bank’s Platinum Adventures director at the phone number or
email listed in this newsletter.
TUESDAY, MAY 17 THURSDAY, MAY 19
Mortgages for Seniors “Kilroy Never Showed”
EASY 1 2 3 4 5 ENERGETIC EASY 1 2 3 4 5 ENERGETIC
Wintrust Banking Center Colonial Station
3401 TAMIAMI TRAIL N. | NAPLES, FL 2805 COLONIAL BLVD. | FORT MYERS, FL
Many myths exist regarding senior citizens and mortgage All aboard the Murder Mystery Dinner Train for a one-of-
loans. Am I too old to get a mortgage? Is the lender going to a-kind theatrical and culinary experience! During the three
take my home if I pass on while the mortgage is still in place? and half hour train ride, enjoy a five-course dinner with a
Do I qualify for a mortgage like everyone else or is it more choice from three entrées prepared fresh onboard the train
difficult? Please join us as Senior Lending Officer Thomas while enjoying the live murder mystery show. Join us for a
Budzyn discusses mortgage loans followed by a question and fun evening!
answer session.
TIME: 5:30 TO 9 PM
TIME: 10 TO 11:30 AM COST: MEMBERS $90 | NON-MEMBERS $95
COST: MEMBERS & NON-MEMBERS | FREE Meet at 5:30 PM at Colonial Station ticket office.
2
RESERVATIONS ARE REQUIRED FOR
ALL EVENTS. PLEASE CONTACT ME
TODAY TO RESERVE YOUR SPOT:
DINA HOLLAND
239-687-5206
cholland@wintrust.com
TUESDAY, JUNE 21
Summer Celebration
EASY 1 2 3 4 5 ENERGETIC
Wintrust Banking Center
3401 TAMIAMI TRAIL N. | NAPLES, FL
Let’s celebrate the first day of summer! It’s hot outside, so
we’re inviting you inside to cool off and enjoy some ice
cream. Enjoy a frozen treat with your Platinum Adventures
Director Dina Holland, while supplies last.
TIME: NOON TO 3 PM
COST: MEMBERS & NON-MEMBERS | FREE
MORTGAGE OPTIONS
TAILORED FOR YOU
THURSDAY, JUNE 2
Coin Appraisal Life can take you many places. Sometimes, it even leads you
to a new home. That’s why we’re here. Our professionals can
EASY 1 2 3 4 5 ENERGETIC
help you downsize, upgrade, or refinance. Whatever your
Wintrust Banking Center next big decision is, we have the experience and knowledge
3401 TAMIAMI TRAIL N. | NAPLES, FL to create a mortgage solution that’s perfect for you.
Bring your old coins, proof sets, commemorative coins, and
paper money to find out what they are worth. Numismatist
Gary E. Lewis* will appraise your items. If you have
something to sell, he is interested in seeing your pieces. This
is a first-come, first-served event.
wintrustmortgage.com
TIME: 9 AM TO 4 PM
COST: MEMBERS & NON-MEMBERS | FREE Residential lending provided by Wintrust Mortgage, a division of Barrington Bank &
Trust Company, N.A., a Wintrust Community Bank. NMLS #449042.
*Gary E. Lewis is not an affiliate of Wintrust.
3
FRIDAY, JULY 1
Red, White, and Blue Celebration
EASY 1 2 3 4 5 ENERGETIC
Wintrust Banking Center
3401 TAMIAMI TRAIL N. | NAPLES, FL
Flags are waving. Sparks will fly. Join us as we kick off the Financial solutions
FOR YOU
Independence Day holiday weekend. Stop by the bank
and receive a patriotic goodie bag for Fourth of July, while
supplies last.
TIME: 10 AM TO 3 PM
COST: MEMBERS & NON-MEMBERS | FREE
Whether you’re preparing for retirement,
managing your retirement income, or planning
for your family’s financial security, we’re here to
WEDNESDAY, AUGUST 3 help. Our team of experts offers the personalized
Financial Check Up attention you deserve with the financial solutions
EASY 1 2 3 4 5 ENERGETIC you need for every stage of your life.
Wintrust Banking Center
3401 TAMIAMI TRAIL N. | NAPLES, FL
It’s time to take a fresh look at your investment and
insurance plans. If you are not a Wintrust Investments
client, you may not know that we have investment and
insurance planning services available to you. Let us review
wintrustwealth.com
your finances with you during a quick complimentary check
up. Bring in your most recent financial statements and life
insurance documents, and Wintrust Investments First Vice Contact a financial professional for more details.
President Nina Azwoir will review them with you. After your
Securities, insurance products, financial planning, and investment management services offered through
appointment, you’ll receive a complimentary bottle of wine. Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered
by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.
TIME: 10 AM TO 3 PM Investment products such as stocks, bonds, and mutual funds are:
COST: MEMBERS & NON-MEMBERS | FREE NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Call Dina at 239-687-5206 to make your 20 minute appointment.
4
RESERVATIONS ARE REQUIRED FOR
ALL EVENTS. PLEASE CONTACT ME
TODAY TO RESERVE YOUR SPOT:
DINA HOLLAND
239-687-5206
cholland@wintrust.com
WEDNESDAY, SEPTEMBER 14
Platinum Adventures Open House Shouldn’t your bank:
EASY 1 2 3 4 5 ENERGETIC
Wintrust Banking Center GO ABOVE
3401 TAMIAMI TRAIL N. | NAPLES, FL
Join us to learn about all the exciting things we have planned
for you this fall! Not sure if you’re a Platinum Adventures
AND BEYOND?
member? Stop by to learn more about our fun travel and As a community bank, we believe in offering the best financial
activity club. You can start your free membership today tools and specials for our area. That’s why, with a Premier Checking
account, we offer discounted safe deposit boxes1 and tiered
and stay informed about future events! This evening, we’ll interest rates. It’s just one way we’re committed to Naples and here
preview a few of our upcoming extended trips including New to serve you.
England for the holidays, Arizona, and more. You’re welcome
to bring a friend, too. Refreshments will be served.
TIME: 4:30 TO 5:30 PM USE ANY ATM FOR FREE2 WITH THIS
COST: MEMBERS & NON-MEMBERS | FREE TIERED INTEREST-BEARING ACCOUNT!
PREMIER CHECKING
Only $100 required to open. Must maintain $10,000 average daily balance OR $75,000 combined average
relationship balance for the monthly statement cycle to avoid monthly fee.3
FREE specialty checks4 | Discounted safe deposit boxes1
Waived fees on money orders and cashier's checks
PLUS,
YOU CAN GET
THURSDAY, OCTOBER 13 THIS CARD!
Extended Trip Preview Open an account today at wintrustflorida.com/premier.
EASY 1 2 3 4 5 ENERGETIC
Wintrust Banking Center
3401 TAMIAMI TRAIL N. | NAPLES, FL
Join us for a special presentation showcasing two spectacular
trips to Europe. From the ancient ruins of Pompeii to the
B ANKING C ENTER
3401 Tamiami Trail North | Naples, Florida
charm of Venice, embark on a spectacular Italian getaway 239-687-5200 | www.wintrustflorida.com
next April. See Dutch windmills, cozy streets, bubbling
champagne, and the “City of Light” on a special small Wintrust Banking Center is a branch of Lake Forest Bank & Trust Company, N.A. 1. Safe Deposit Boxes.
Safe deposit boxes are non FDIC insured. Waived fee is on smallest box size offered at the branch location
group experience capturing the essence of three European or equivalent discount to a larger size box. 2. ATM Fees. There is no Wintrust Financial Corporation
(‘WTFC’) transaction charge at any ATM in the Allpoint, MoneyPass, or Sum surcharge free networks.
countries: The Netherlands, Belgium, and France. Bubbly Other banks outside the network may impose ATM surcharges at their machines. Surcharge fees assessed
by owners of other ATMs outside the network will be reimbursed. Reimbursement does not include
drinks and pastries will be served! the 1.10% International Service fee charged for certain foreign transactions conducted outside the
continental United States. 3. Premier Checking Account Fees. A maintenance fee of $25.00 will be
imposed every statement cycle unless you maintain either an average daily balance of $10,000.00 or
TIME: 4:30 TO 5:30 PM a combined average relationship balance of $75,000.00 for the monthly statement
cycle. Fees may reduce earnings. 4. Specialty Checks. Restrictions on style and
COST: MEMBERS & NON-MEMBERS | FREE quantity may apply.
The destinations presented may change based upon availability at
time of trip preview.
5
FOR DETAILED
ITINERARIES ON
ANY OF THESE
UPCOMING
EXTENDED TRIPS,
CONTACT YOUR EXTENDED entertainment will be provided and have
been thoughtfully planned out by our
PLATINUM
ADVENTURES
TRIPS
Have you always wanted to explore the
Platinum Adventures directors alongside
experienced and highly-qualified travel
professionals. Most extended trips include
DIRECTOR. world but don’t know where to begin to at home pick-up and return and trip
plan your travels? We have the solution insurance. Sit back, relax, and join us for
for you. Let us handle all of the planning. this rare opportunity to see the sights
Our extended trips offer you the chance you never thought you’d see. If you have
of a lifetime to see the world like you’ve any questions, need more information, or
never seen it before. Extended trips range would like to make reservations for any of
in length from a few days to a few weeks. our extended trips, please contact your
Most transportation, lodging, meals, and bank’s Platinum Adventures Club director.
SEPTEMBER 8 - 18 SEPTEMBER 29 - OCTOBER 10
Jewels of the Rhine River British Isles - Castles, Countrysides,
EASY 1 2 3 4 5 ENERGETIC and Capitals
SWITZERLAND, FRANCE, GERMANY, AND EASY 1 2 3 4 5 ENERGETIC
THE NETHERLANDS SCOTLAND, ENGLAND, WALES, AND IRELAND
Start your adventure with two nights in Lucerne, Switzerland, Discover the history and charms of the British Isles as you
a delightful city with a dramatic backdrop of the magnificent visit Scotland, England, Wales, and Ireland. See historic
Swiss Alps. Then, set sail along the romantic Rhine River royal castles, the beauty of England's Lake District, and the
on your way to see Strasbourg’s beautiful architecture; charm of Ireland's countryside. You'll tour the capital cities
experience a wine tasting in Heidelberg; visit the historic of Edinburgh, Cardiff, and Dublin. Learn about the lure of
towns of Koblenz and Cologne; and finally, arrive in the Scotland's famous Gretna Green, known as the "marriage
quintessentially Dutch city of Amsterdam. Enjoy and relax capital of the UK," and explore the Viking city of York. Enjoy
on the lovely Emerald Waterways Star-Ship with first class a cruise on the tranquil English lake, Windermere; a stop to
service and a variety of international cuisine, onboard Stratford-upon-Avon, the birthplace of William Shakespeare;
entertainment, and more! a visit to the House of Waterford Crystal; and experience
the Blarney Castle. This will be a magical journey through
COST: STARTING AT $5,149 PP BASED ON CABIN four magnificent countries!
PREFERENCE. CALL FOR PRICING.
COST: MEMBERS DOUBLE $5,330 PP | SINGLE $6,330 PP
NON-MEMBERS DOUBLE $5,530 PP | SINGLE $6,530 PP
6
RESERVATIONS ARE REQUIRED FOR
ALL EVENTS. PLEASE CONTACT ME
TODAY TO RESERVE YOUR SPOT:
DINA HOLLAND
239-687-5206
cholland@wintrust.com
OCTOBER 14 - 20 APRIL 17 - 29 | 2023
Northern California Italian Vistas
EASY 1 2 3 4 5 ENERGETIC EASY 1 2 3 4 5 ENERGETIC
SAN FRANCISCO AND MONTEREY, CA ROME, SORRENTO, FLORENCE, VENICE, AND STRESA
Your adventure begins in San Francisco, where you’ll tour From the ancient ruins of Pompeii to the charm of Venice,
this fabulous city and see the Golden Gate Bridge, Nob Hill, embark on a spectacular Italian getaway. Discover the
Fisherman’s Wharf, crooked Lombard Street, and more. Set treasures of Classical Rome, including the Colosseum. Walk
sail on a relaxing cruise in San Francisco Bay. Enjoy wine in the footsteps of the ancient Romans in Pompeii. See gems
tastings in Napa Valley. Climb aboard a steam locomotive of the Renaissance like Michelangelo's David in Florence's
for a thrilling ride through a redwood tree forest. Have your Academy Gallery. Marvel at the Leaning Tower of Pisa and
camera ready as you explore the California coastline on stroll the streets of Verona. Enjoy lunch at a Tuscan winery
the incredible 17-Mile Drive. Visit the charming villages of and farm. Tour Venice and walk the Castello district. Cruise
Sausalito, Carmel-by-the-Sea, and Monterey. Join us as we to Isola dei Pescatori, one of the scenic Borromean Islands.
explore Northern California! Delve deeper into its history and culture as you visit some of
Italy’s most beautiful locales.
COST: MEMBERS DOUBLE $4,990 PP | SINGLE $5,785 PP
NON-MEMBERS DOUBLE $5,190 PP | SINGLE $5,985 PP COST: MEMBERS DOUBLE $6,149 PP | SINGLE $7,149 PP
NON-MEMBERS DOUBLE $6,349 PP | SINGLE $7,349 PP
Price is guaranteed for bookings through October 11, 2022.
DECEMBER 2 - 5
New England Holiday MAY 13 - 24 | 2023
EASY 1 2 3 4 5 ENERGETIC
Netherlands, Belgium & France
EASY 1 2 3 4 5 ENERGETIC
MASSACHUSETTS AND RHODE ISLAND
Celebrate the holiday season in New England! Enjoy a city Dutch windmills, cozy streets, bubbling champagne, and the
tour of Boston following The Freedom Trail to many sites “City of Light” – experience the essence of three European
including Faneuil Hall Marketplace, Boston Common, the countries. Cruise through the canals of Amsterdam on a
U.S.S. Constitution, the Bunker Hill Monument, and more. private boat. Sample Gouda nearby its namesake town. Stand
Visit the John F. Kennedy Presidential Library and Museum. in awe before the powerful windmills of Kinderdijk. Spend
Tour Newport, Rhode Island and visit one of Newport’s two nights in the storybook town of Bruges and delight in a
extravagant Gilded Age mansions and marvel at its exquisite day visiting the lively city of Brussels. Travel along the Route
décor and holiday decorations. Explore Concord and du Champagne and enjoy a local tasting menu. See the lights
Lexington and see sites of the American Revolution including of the Parisian boulevards at night through an open-roof
Lexington Battle Green, the Minute Man National Historical retro car. Make the most of a free day in Paris. Connect with
Park, Monument Square, and more. This adventure is sure to deeply rooted cultures as you make your way through the
get you in the holiday spirit! Netherlands, Belgium, and France.
COST: MEMBERS DOUBLE $2,915 PP | SINGLE $3,300 PP COST: MEMBERS DOUBLE $6,688 PP | SINGLE $7,888 PP
NON-MEMBERS DOUBLE $3,115 PP | SINGLE $3,500 PP NON-MEMBERS DOUBLE $6,888 PP | SINGLE $8,088 PP
Price is guaranteed for bookings through October 7, 2022.
7
B ANKING C ENTER
3401 Tamiami Trail North | Naples, Florida
239-687-5200 | www.wintrustflorida.com
Wintrust Banking Center is a branch of Lake Forest Bank & Trust Company, N.A. Platinum Adventures Club. Membership is for those 50 years of age or better with a customer relationship. See a personal banker for more details.
GENERAL INFORMATION
ADDRESS FOR WINTRUST BANKING CENTER DEPARTURE SITE(S):
The bus cannot wait for late participants. Please arrive at your departure site 15 minutes prior to departure time. Refunds are not available for late
or no- show participants.
Wintrust Banking Center
3401 Tamiami Trail North
Naples, FL 34103
RESERVATION POLICY FOR DAY & EXTENDED TRIPS:
Reservations may be made by phone to Dina Holland at 239-687-5206 or by email at cholland@wintrust.com. For your reservation to be confirmed,
payment must be in my office within seven days after reservations are made: Dina Holland, Wintrust Banking Center, 3401 Tamiami Trail North, Naples,
Florida. Please make checks payable to Platinum Adventures. Please remember to make your menu selections when you reserve your tour. Member pricing
is for current Platinum Adventures Club members only.
RESPONSIBILITY OF WINTRUST BANKING CENTER:
Platinum Adventures and Wintrust Banking Center are not the source or supplier of the travel services offered, but act solely as agent for the actual
suppliers of such services. Your participation in any such travel services is conditioned upon your consent to the use of those suppliers and your agreement
not to hold Platinum Adventures and Wintrust Banking Center responsible should any of these suppliers: 1) fail to provide the travel services purchased; 2)
fail to comply with any applicable law; or 3) engage in any negligent act or omission that causes any sort of injury, damage, delay, or inconvenience.
Your participation is also conditioned upon your agreement to review all of your travel documents, including applicable cancellation and travel insurance
policies. You may contact Dina Holland at 239-687-5206 with any questions concerning required travel documents and applicable cancellation and travel
insurance policies. Group travel fares typically involve restrictions and changing any aspect of your travel arrangements may result in the payment of
additional money. Cancellation or failure to attend any part of your Platinum Adventures travel, tour, or event may result in financial penalties up to and
including the loss of all monies paid. A travel insurance policy may provide a remedy if you canceled for a covered reason.
Wintrust Banking Center is acting in the capacity of extending this invitation to travel to the Platinum Adventures members and their guests. Wintrust
Banking Center reserves the right to refuse acceptance to anyone it judges incapable of meeting the rigors and requirements of participating in any activity
or trip at any time.
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