Are You Prepared? Get expert advice to help ensure and protect your financial legacy at our free educational seminars.
Are You Prepared? Get expert advice to help ensure and protect your financial legacy at our free educational seminars.
Join Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for estate-planning and investment seminars designed to give attendees what they need to know to ensure and protect their financial legacy. Upcoming complimentary seminars are scheduled at our branch offices, via webinar, and at the Punta Gorda Isles Civic Association.
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Christine A. Hause, Vice President of Trust and Investment Management Services, and Portfolio Manager Angie Parsons share their expertise from a Trust Officer’s perspective on many important issues during free seminars to help you prepare for the future. Complimentary seminars will be held from 10 a.m. to 11 :30 a.m. on select dates at our North Port, Murdock, and Punta Gorda branches. Murdock seminars are also presented virtually via WebEx.
Register below, at any Charlotte State Bank & Trust branch office, or by calling Trust Operations Specialist Linda Ferrara at 941-624-1943.
Learn how fiduciary officers and investment managers create successful plans for the loved one left behind. Top 10 items will be presented with helpful analysis to assist you from an estate plan and financial perspective. Some early planning ideas will be detailed, so couples can benefit too. Best practices for trust provisions, beneficiary designations, and proper titling will be discussed.
Putting a beneficiary on your IRA may not be the best choice for a variety of family issues. Second marriages, loved ones with disabilities, or heirs with spending issues can bring challenges that can require special planning for IRA inheritances.
With 92%-95% of mutual funds failing their benchmark, how can you meet or beat the benchmark? Our fiduciary portfolio manager will show you how we outperform the benchmark. Bring your questions and list of holdings to get expert advice.
No dates at this time.
Stories shared from decades of experience working with clients from $500,000 to $300 million of net worth. Be able to integrate the lessons learned from family dynamics to bloodline trusts to proper gift and estate tax planning.
Stocks and bonds properly managed can be a reliable nest-egg. However, spending too much, having a spouse die, paying for in-home or long-term care can risk your plan. Discover what our free, sophisticated analysis can do to give you peace of mind and test your plans ahead of a crisis.
Traders like volatility, as commissions come from buys and sells. Fiduciary non-commissioned portfolio managers prepare a solid strategy going in, so a sell off is not needed. Discover how to build a quality portfolio for success through the market’s ups and downs.
Many have online asset accounts, photo collections, or businesses. Planning for these assets is as important as your IRA, homestead property and bank accounts. Learn tips on handling these, along with how to reduce the estate settlement costs to leave more money to your beneficiaries.
No dates at this time.
Losing a loved one is emotional and adding a long list of business activities to family is very difficult on them, especially when they are out of state. Discover all the challenges that family must face to settle an estate and how best to minimize them with best practices.
Whether you are a Floridian or domiciled in another state, it is important to know if your will, trust, and power of attorney will work as intended on all of your assets, not just some.
Learn how to filter out or move out of expensive mutual funds, limited unit investment trusts, and private real estate trusts to find low-cost exchange traded funds and select the best non-commissioned, low-cost instruments to build or rebuild your portfolio.
Discover the basics of each document, how these documents work together, and what elements go into creating a thorough estate plan for you and your heirs.
These roles are demanding of time, energy, intellect, ethics and come at a price. Learn what skill sets should be possessed and how to reduce the expense. Giving power over your IRA, bank & investment accounts, vehicles, and other assets can be helpful or hurtful. Learn safe options and best practices for power of attorney and trust planning.
Proper planning ensures your wishes happen as you planned. An incorrect title or beneficiary on an asset can derail your gifts to heirs. Bring your questions about how best to handle accounts, insurances, real estate or other assets.
Learn the value of becoming a Floridian and get a list of what is necessary. Learn about the tax benefits, all the values that homestead provides and how your out of state will, trust or power of attorney may interact with Florida rules.
Bonds can be riskier than stocks, so learning how best to build your bond reserve with quality choices is imperative. Learn how to prudently select and value how much you should place in bonds to protect your income needs during bear markets.
The seminars sponsored by Charlotte State Bank & Trust at the Punta Gorda Isles Civic Association are free and open to the public. To register, please visit the PGICA Office at 2001 Shreve Street Punta Gorda, or call 941-637-1655.
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, illustrate best practices, and what common pitfalls to avoid.
RegisterWhether you are a Floridian or domiciled in another state, it is important to know if your will, trust, and power of attorney will work as intended on all of your assets, not just some.
RegisterLearn how fiduciary officers and investment managers create successful plans for the loved one left behind. Top 10 items will be presented with helpful analysis to help you form an estate plan and financial perspective. Some early planning ideas will be detailed, so couples can benefit too. Best practices for trust provisions, beneficiary designations, and proper titling will be discussed.
RegisterWhether you are a Floridian or domiciled in another state, it is important to know if your will, trust, and power of attorney will work as intended on all of your assets, not just some.
Register
