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