CSB-event-seminar
logo

Asset Titles and Beneficiary Designations

Complimentary Seminar

Thursday, Dec. 16, at 10 a.m. at the
Charlotte State Bank & Trust - Murdock branch, 1100 Tamiami Trail, Port Charlotte

or

online

Discover the best practices for titling your accounts or properties and assigning the proper beneficiary designations, so you do not render your will or trust ineffective. IRAs need unique planning techniques which will be highlighted.

Register for this seminar by completing the form below.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Stay connected