Free Seminars

Get expert advice for Estate Planning and Investment Management.

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:

  • Basic Estate Planning
  • Will vs. Trust
  • Value of Florida Residency and Homestead
  • Mutual Funds vs. Exchange Traded Funds
  • Planning Who Should Control Your Finances
  • And many other helpful subjects

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

Christine Hause and Gregory Thomas
invite you to a series of free seminars

 

Answering Your Questions About Estate and Investment Planning from a Trust Officer's perspective

These free seminars are hybrid events, meaning attendees may participate in person or online. In-person capacity is limited to allow for physical distancing. Advance registration is required.

To attend in person at our Murdock branch office, 1100 Tamiami Trail, Port Charlotte, please RSVP at any branch office, rsvp@csbtfl.com, or call Brielle at 941-624-1943.

To receive login information to attend online, please register below. You may also email rsvp@csbtfl.com or call Brielle at 941-624-1943.
Tuesday, March 2
10-11:30 am

Avoiding Estate-Planning Mistakes with Celebrity Examples

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 here
WEDNESDAY, MARCH 3
10-11:30 AM

Stocks, Bonds, and Exchange Traded Funds

Learn 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 HERE
THURSDAY, MARCH 4
10-11:30 AM

Estate Planning for Women

Education 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 HERE
Tuesday, March 9
10 - 11:30 am

Family Administering Your Estate Plan

This 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 Here
Wednesday,
March 10
10 - 11:30 am

Annuities, REITs, and UITs-Problematic?

Learn 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 Here
Thursday, March 11
10 - 11:30 am

Estate Planning Basics

Review 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 here
Tuesday, March 16
10 - 11:30 am

Out of State Wills, Trusts & POA's

Evaluate 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 here
Wednesday,
March 17
10 - 11:30 am

Bond Risk and How to Avoid It

Find 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 here
thursday,
March 18
10- 11:30 am

Will Versus Trust

Ever 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 here
tuesday,
march 23,
10-11:30 am

Value of Florida Residency and Homestead

Uncover 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 here
Wednesday,
March 24,
10-11:30 am

Mutual Funds Versus Exchange Traded Funds

Questioning 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 Here
thursday,
march 25,
10-11:30 am

IRAs and Your Estate Plan

Learn 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 here

PUNTA GORDA ISLES CIVIC ASSOCIATION SEMINARS

Attendees 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.

Friday, March 12
10-11 AM

Estate Planning and Your Pets

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 Here
Friday, March 19
10-11 AM

Out-of-State Wills, Trusts, and POAs

Evaluate 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 here

Schedule a no-obligation appointment to review your estate planning documents.

We 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.