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 in-person or online seminar at the Punta Gorda Isles Civic Association, 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 Shreve Street Punta Gorda, call 941-637-1655 or click the link below to be directed to a registration page on the PGICA website.
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.Register
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.register
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 choicesregister
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.register