Free Estate Planning and Investment Management Educational Webinars
Free Estate Planning and Investment Management Educational Webinars
Charlotte State Bank & Trust’s experienced trust officers share their expertise through free seminars. They discuss a range of topics on how advance planning can help you prepare for the future, including:
Attend an upcoming seminar for free. We are currently offering hybrid events, meaning attendees may attend in person at our Murdock branch office, 1100 Tamiami Trail, Port Charlotte, or online. In-person capacity is limited to allow for physical distancing. Advance registration is required.
We also offer in-person and online seminars at the Punta Gorda Isles Civic Association.
This seminar will explore the estate planning mistakes made by a variety of celebrities whom we can learn from and apply to our personal plans. James Gandolfini, Aretha Franklin, and Robin Williams are a few of the estates explored.
register hereLearn the best mix of assets to achieve your goals. The focus will be on low-cost ways to build an efficient portfolio to grow wealth with market-like returns. The prudent investment rule is discussed for tips you can apply to your portfolio.
REGISTER HEREEducation and empowerment of women allows them to make the best estate and investment planning decisions. The focus will be on the benefits of good planning, best practices, and common pitfalls to avoid.
REGISTER HEREThis common practice of naming family or friends can cause family strife, long probates, extra expenses, and problematic estate administration during life and at death. Tips will be shared to help you make a solid plan.
Register HereLearn the truth about these instruments and why they can cost you money from expenses, lack of liquidity, and poor performance. It is very important to know the pros and cons of each of these so you can make the best decision.
Register HereReview the basic elements of an estate plan: last will and testament, power of attorney and healthcare directives; the benefits of each and the pitfalls to avoid. Review the role of the agent, including ways to protect yourself and your assets.
Register hereEvaluate Florida guidelines and review problems out-of-state documents can cause when you are domiciled or own property in Florida. New and existing Floridians will learn what should be updated and why.
Register hereFind the best use for bonds and how to add them safely to your portfolio. Knowing the risks can help you screen them to avoid market losses due to interest rate changes and low quality. Properly used, bonds can retain wealth; overused, they can cost you.
register hereEver wonder which plan is best for you? Do you want to know the pros and cons of each? This seminar will delve into the details of each document and how they are implemented, administered, and settled.
register hereUncover the multifaceted benefits of becoming a Florida resident, including various tax advantages, creditor protection, and homestead benefits. This information is beneficial for any Florida real estate owner or those who plan to be.
Register hereQuestioning brokerage accounts with mutual funds is a good thing to do. Knowing the cost, risk, benchmarked performance, ratio of stocks to bonds, and cash held in mutual funds is crucial. Explore why exchange traded funds can be a far better option.
Register HereLearn the risks of directing IRA assets straight to your beneficiaries and how to offer your IRA heirs with creditor/spendthrift protection. Learn more about converting, rolling over, transferring IRAs and evaluate the three spousal IRA choices.
register hereAttendees of classes presented by Christine Hause at the Punta Gorda Isles Civic Association have a choice to participate in person or online. All classes offered at the Punta Gorda Civic Association are open to the public. To register, please visit the PGICA Office at 2001 Shreeve Street Punta Gorda, call 941-637-1655 or click the link below to be directed to a registration page on the PGICA website.
Please note: These are hybrid events, meaning attendees may participate in person or online. In-person capacity is limited to 12 people to allow for social distancing.
A sound plan for the care or placement of your pet is important. Many healthy pets are euthanized due to lack of proper planning. Decisions made for times when you are unable to care for your beloved pet will give solace to all.
Register HereEvaluate Florida guidelines and review problems out-of-state documents can cause when you are domiciled or own property in Florida. New and existing Floridians will learn what should be updated and why.
Register hereWe are able to meet with you online or in a large conference room to allow us to follow social distancing guidelines. Please complete to form below to request an appointment.
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.
