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 in-person and online seminars at the Punta Gorda Isles Civic Association.
Check back soon for our summer series of seminars, or schedule a one-one-one appointment to review your estate planning documents.
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.
Uncover the multifaceted benefits of becoming a Florida resident including various taxes, creditor protection, and homestead benefits. This information is beneficial for any Florida real estate owner or those who plan to be.
Register HereInvestments 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.