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:
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 Shreve Street Punta Gorda, call 941-637-1655 or click the link below to be directed to a registration page on the PGICA website.
Friday, Sept 17
Avoiding Estate Planning Mistakes with Celebrity Examples
This seminar will explore the estate planning mistakes made by a variety of celebrities that we can learn from and apply to our personal plans. James Gandolfini, Aretha Franklin, Robin Williams, just to name a few of the estates explored.
Learn best practices and tools that can help you decide on gifting, investing, debt management, social security benefits, income taxes, large purchases, and much more. Making the most appropriate decision first puts you far ahead.
Learn the risks of directing IRA assets straight to your beneficiaries, how to offer your IRA heirs with creditor/spendthrift protection, know more about converting, rolling over, transferring IRAs and evaluate the three spousal IRA choices
Questioning brokerage accounts with mutual funds is good to do. Knowing the cost, risk, bench-marked 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.
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.
