Christine A. Hause
A series of free seminars presented by Charlotte State Bank & Trust, Trust and Investment Management Services, to give you an experienced Trust Officer’s perspective on many important issues will be held from 10:00 a.m. to 11:30 a.m. at our North Port, Murdock, and Punta Gorda offices. While the seminars are open to the public, seating is limited and reservations are required; please email email@example.com or call 941-235-5110.
3002 Tamiami Trail
Port Charlotte, FL 33952
North Port Office
4300 Aidan Lane
North Port, FL 34287
Punta Gorda Office
2331 Tamiami Trail
Punta Gorda, FL 33950
Tuesday, December 11 | Punta Gorda
Tuesday, December 18 | North Port
Review the most common mishaps in funding an estate plan. We will present details of beneficiary designations on insurance products, bank accounts and investment accounts and how at times they can directly conflict with your estate documents. Save you and your administrators time, money and stress by learning some key points at this important seminar.
Wednesday, December 12 | Punta Gorda
Wednesday, December 19 | North Port
A key way to lower the risk and raise the reward of your portfolio is to be properly diversified across the sectors of the economy. What does investing in value versus growth stock do to your portfolio? Learn the details of each topic and the best practices to help you maintain a healthy portfolio.
Thursday, December 13 | Punta Gorda
Thursday, December 20 | North Port
Discover a variety of recent tax changes and how they can be used to your advantage. Learn how your estate plan and your assets will be impacted. Gain some strategies you can employ.
The Punta Gorda Isles Civic Association is hosting a series of educational trust and investment management seminars presented by Christine Hause:
This seminar will explore estate planning mistakes made by a variety of celebrities you can learn from and apply to your personal plans. Aretha Franklin, Burt Reynolds, Prince, Robin Williams, James Gandolfini, and Ted Williams are a few of the estates explored.
Are you a seasonal resident or a Florida real estate owner? This seminar will help uncover the benefits of Florida residency, including various tax advantages, creditor protection, homestead benefits, and more. This seminar is beneficial for any current or potential Florida resident. Explore the states that have estate or inheritance taxes and what may cause a domicile audit.
The seminars are free will be held from 10:00 a.m. - 11:00 a.m. at the PGI Civic Association, 2001 Shreve Street, Punta Gorda.
While they are open to the public, seating is limited and reservations are
Our experienced professionals present important information designed to help attendees achieve the financial goals established for themselves and their heirs. They are also available for one-on-one, confidential appointments in which they will take the time to thoroughly understand the important details of your financial position, discuss your plans for the future and help you identify investment, tax and estate planning opportunities.
Call today to make an individual appointment, or ask us about scheduling presentations for your organization’s meetings.
Other Topics Include:
Who best to care for you and your estate?
Is your friend or family capable of making health care and financial decisions for you the same way you would? Does distance and skill set limit that person’s ability to handle the role?
How will interest rate increases affect your portfolio?
If you own or may be offered “levered” assets, you will learn the impact of rate hikes. Learn how long-term bonds and bond funds will be affected. Analyze when municipal bonds are best.
The difference between corporate and individual trustees?
Learn what knowledge and experience is beneficial for each type of trustee. Calculate the cost involved with each and how best to structure your plan.
Investments are not a deposit, not FDIC insured, not insured by any federal government agency, not bank guaranteed and may lose value.