Christine A. Hause
10 a.m. to 11:30 a.m.
North Port office, 4300 Aidan Lane
Murdock office, 1100 Tamiami Trail
Punta Gorda office, 2331 Tamiami Trail
We will discuss the administrative pros and cons of each and which plan offers more for certain family situations and estates, including your homestead property. Celebrity estate planning mishaps will be highlighted.
July 10 - North Port | July 17 - Murdock | July 24 - Punta Gorda
Discover how much of your possible gains may be given away in fees, internal costs, commissions, tax and cash drag and other expenses. Discover the real returns of stocks, bonds and ETFs to have a fair comparison to other investment options.
July 11 - North Port | July 18 - Murdock | July 24 - Punta Gorda
Learn what activates the responsibilities of your agent in a power of attorney document. Review what your "agent" is responsible for and the skills they should have. Investigate the protections available for you and your assets.
July 12 - North Port | July 19 - Murdock | July 26 - Punta Gorda
The seminars are free and are open to the public although seating is limited and reservations are required. To sign up for a seminar or make an appointment to review your documents, please visit any of our six area offices or contact Susan Getson at 941-624-1916 or firstname.lastname@example.org.
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 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.