Seminars
Learn from the experts.
We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.
Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones.
Upcoming Seminars
Will and Trusts: Creation and Funding
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
The Benefits of Florida Residency
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.
May 9 | 10 a.m. | Crews Bank & Trust Venice
May 17 | 10 a.m. | Englewood Chamber of Commerce
Bond Risk and How to Avoid It
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
Estate Planning Mistakes
"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.
May 22 | 10 a.m. | Englewood Chamber of Commerce
Schedule a free appointment to review your estate planning documents.
Schedule a free, 30-minute one-on-one appointment to review your trust, will, power-of-attorney, and healthcare directives. We will help you answer these questions:- Are your will, trust, durable power of attorney, and health care documents up to date?
- Does your living will and designation of healthcare surrogate accurately reflect your wishes?
- Is your will or trust fully funded to avoid probate?
- Will your estate plans from your home state function properly in Florida?
- Are your assets properly titled and appropriate beneficiaries designated?
Blog
On Our Minds
Chart of the Day: Fast Food Inflation
May 2, 2024
Today’s Chart of the Day is from Charlie Bilello with data from FinanceBuzz. It shows the inflation of fast-food prices over the last of 10 years vs....
A Time to Buy? A Time to Sell?
May 1, 2024
You may have heard the adage, “sell in May and go away,” which essentially comes from the poor performance that the markets experience during the...