Learn the difference between a last will and testament and a revocable living trust, how each works, and how best to title assets and assign proper beneficiaries. Bring your questions and concerns related to your estate.
Presented by Kerry Hunter
April 16 | 10 a.m. | Englewood Chamber of Commerce Seminar Full. Please choose a different session.
May 7 | 10 a.m. | Crews Bank & Trust Venice
May 21 | 10 a.m. | Englewood Chamber of Commerce
Moving to a new state brings many questions, including: Will my estate plan documents work in Florida, despite not being created here? Should I make Florida my homestead or domiciliary? Join us to review the challenges with out-of-state documents and the benefits of becoming a Floridian.
Presented by Kerry Hunter.
April 18 | 10 a.m. | Englewood Chamber of Commerce
May 9 | 10 a.m. | Crews Bank & Trust Venice
May 17 | 10 a.m. | Englewood Chamber of Commerce
Are your “safe” assets actually the riskiest? Did they lose value more than expected when the market pulled back? Avoiding high yield (junk) bonds, Step-up notes, indexed annuities, and leveraged assets can allow your portfolio to hold its value in bull and bear markets. Learn how portfolio managers analyze and screen fixed income assets. If you have mutual funds, exchange traded funds or individual bonds, this presentation will help in many ways.
May 8 | 10 a.m. | Crews Bank & Trust Venice
"Oops" is not a word someone wants associated with their estate plans. This seminar will discuss the basics of estate planning, including last will and testament and power of attorney, and offer examples of real-life mistakes we can learn from and apply to our personal plans.
April 17 | 10 a.m. | Crews Bank & Trust Gulf Cove
May 22 | 10 a.m. | Englewood Chamber of Commerce
April 16, 2024
Today’s Chart of the Day is from an article discussed in "A Wealth of Common Sense" by Ben Carlson with data from a research paper by David...
April 11, 2024
Today’s Chart of the Day comes from Charlie Bilello with information from YCharts. Over the last 30 years, inflation reduced the value of a dollar by...
