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
Check back soon for our summer series.
The Punta Gorda Isles Civic Association is hosting a series of educational trust and investment management seminars presented by Christine Hause:
The seminars are free and 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
Discover the tools portfolio managers use to evaluate and analyze the most cost-effective investments to keep rewards up and risks down. Learn concepts and theories and how to apply them to your investment selections.
Friday, May 3
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.
Friday, June 7
This seminar will highlight Florida guidelines and show examples of problems out-of-state documents can cause when you are domiciled in Florida. It will help new and existing Floridians determine what should be updated and why.
Friday, July 12
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.