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

Estate Planning and Asset Management Seminars

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 rsvp@csbtfl.com or call 941-235-5110.

Parkside Office
3002 Tamiami Trail
Port Charlotte, FL 33952
941-235-4444

North Port Office
4300 Aidan Lane
North Port, FL 34287
941-777-6100

Punta Gorda Office
2331 Tamiami Trail
Punta Gorda, FL 33950
941-639-2511

Out of State Wills, Trusts and POAs - What to Know

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.
Tuesday, February 19 | Punta Gorda

Straight Talk on Annuities, UITs, Mutual Funds, and REITs

Learn why trust departments do not use annuities, UITs, mutual funds, and private REITs. Discover the truth about these products, including their true costs, penalties imposed, lost earnings, lack of liquidity, and other important details left out of the sales talk.
Wednesday, February 20 | Punta Gorda

Will vs. Trust

Curious about which plan is best for you? Learn the pros and cons of each. This seminar will discuss the details of each document and how they are implemented, administered, and settled. Learn what plans may be better for certain estate and family situations.
Thursday, February 21 | Punta Gorda

Value of Florida Residency and Homestead

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.
Tuesday, March 5 | North Port
Tuesday, March 12 | Murdock
Tuesday, March 19 | Punta Gorda

Durable Power of Attorney and Health Care Directives

These are very important and powerful documents. In the right hands, they can be invaluable to a properly crafted estate plan. Learn how changes in Florida law have affected these documents and their impact on your total estate plan.
Thursday, March 7 | North Port
Thursday, March 14 | Murdock
Thursday, March 21 | Punta Gorda

Exchange Traded Funds vs. Mutual Funds

Explore the details of how each investment tool works, including costs, performance measurements, and taxability. Learn the pros and cons of each. Gain insight into target funds, sector funds, and specialty funds and the risks of each.
Wednesday, March 6 | North Port
Wednesday, March 13 | Murdock
Wednesday, March 20 | Punta Gorda


 

 

 

 

 

 

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

 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.

Sector and Style Diversity in Investment Portfolios

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 and best practices to help you maintain a healthy portfolio.
Friday, March 8

Tax Law Changes and How They Affect Your Estate

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.
Friday, March 22 

Family Administering Estate Plans - Pitfalls to Avoid

This common practice of naming children, siblings, other family or friends as your representative can cause family strife, long probates, extra expenses, and overall estate administration problems. The seminar will provide the details of trust and estate administration and skill sets that are needed. 
Friday, April 5

Stocks, Bonds and ETFs - All You Really Need?

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

Celebrity Estate Planning Mistakes

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 

Out of State Wills, Trusts and POAs - What to Know

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.