FREE Educational Seminars

Presenter:  

  

Christine A. Hause
Vice President
941-624-1917
chause@csbtfl.com

Education:

  • Bachelor of Science in marketing and management, Siena College, Albany, New York
  • Florida Bankers Association Trust School, University of South Florida, Tampa, Florida
  • Florida Bankers Association Graduate Trust School, University of South Florida, Tampa, Florida
  • Leadership Charlotte sponsored by the Charlotte County Chamber of Commerce, Class of 1999

The Village Place Health and Rehabilitation Center

is  hosting the following seminar presented by Christine Hause:

Will vs. Trust

  • Wednesday, April 25, 2018

Discuss the pros and cons of each, including how they are implemented, administered and settled in Florida. Learn which plan may be better for certain family situations and estates, including your homestead property.

 RSVP

The seminars are free and will be held from 10:00 a.m. - 11:00 a.m. at the Village Place Health and Rehabilitation Center, 2370 Harbor Boulevard, Port Charlotte. 

While they are open to the public, seating is limited and reservations are
required and may be made by contacting Victoria Naekel at 941-204-8508 or victoria.naekel@greystonehealth.com.


 

 

 

 

 

 

The Punta Gorda Isles Civic Association is hosting a series of educational trust and investment management seminars presented by Christine Hause:

Generational Wealth Transfer Tips

  • Friday, April 27

Advance Estate Planning

  • Friday, May 11

Estate Planning for Women

  • Friday, May 18

How and When Power of Attorney is Used

  • Friday, June 1

Are You Prepared with Health Care Directives?

  • Friday, June 15

 RSVP

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
required and may be phoned in to the PGI Civic Association at 941-637-1655.


H2U of Fawcett Memorial Hospital | Promenades Mall is hosting a series of seminars presented by Christine Hause:

How and When Power of Attorney is Used

  • Wednesday, May 16

Are You Prepared for Disability or Incapacitation?

  • Tuesday, May 22

 RSVP

The seminars are free will be held from 1:30 p.m. - 3:00 p.m. at H2U of Fawcett Memorial Hospital | Promenades Mall, 3280 Tamiami Trail, Suite 493, Port Charlotte.

While they are open to the public, seating is limited and reservations are
required and may be phoned in to the H2U office at 941-624-4441.

 


 

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.