Free Estate Planning and Investment Management Educational Webinars
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:
You may also 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.
Discover the pros and cons of each plan. Delve into the details of revocable, irrevocable, special or supplemental needs trusts and how they are administered and settled. Learn best practices on IRAs, asset titles, and beneficiary designations to transfer wealth.
register hereEvaluate Florida guidelines and review problems out of state documents can cause when you are domiciled or own property in Florida. Review homestead benefits and rules. New and existing Floridians will learn helpful tips for updating their plans.
register hereReview the elements of a last will and testament, durable power of attorney, and healthcare directives documents, including the benefits of each and the pitfalls to avoid. Review the role of agent, personal representative, and healthcare surrogate in protecting yourself and your assets.
register hereSome wonder how to gift a young child or a grandchild with special needs. Others worry about a beneficiary struggling with mental health, dependency or compulsive issues. Successful planning techniques for these matters and more will be shared.
register hereLearn the best mix of assets to achieve your goals. The focus will be on low-cost ways to build an efficient portfolio to grow wealth with market-like returns. The prudent investment rule is discussed for tips you can apply to your portfolio.
Register HereDiscover the risks in your investments and how to manage them. Learn how using the market, interest rates, inflation, concentration, liquidity, and political risks can help you reduce market losses. Proper techniques can help retain wealth with better rewards.
register hereDiscover the pros and cons of each plan. Delve into the details of revocable, irrevocable, special or supplemental needs trusts and how they are administered and settled. Learn best practices on IRAs, asset titles, and beneficiary designations to transfer wealth.
register hereEvaluate Florida guidelines and review problems out of state documents can cause when you are domiciled or own property in Florida. Review homestead benefits and rules. New and existing Floridians will learn helpful tips for updating their plans.
register hereReview the elements of a last will and testament, durable power of attorney, and healthcare directives documents, including the benefits of each and the pitfalls to avoid. Review the role of agent, personal representative, and healthcare surrogate in protecting yourself and your assets.
register hereSome wonder how to gift a young child or a grandchild with special needs. Others worry about a beneficiary struggling with mental health, dependency or compulsive issues. Successful planning techniques for these matters and more will be shared.
register hereLearn the best mix of assets to achieve your goals. The focus will be on low-cost ways to build an efficient portfolio to grow wealth with market-like returns. The prudent investment rule is discussed for tips you can apply to your portfolio.
register hereDiscover the risks in your investments and how to manage them. Learn how using the market, interest rates, inflation, concentration, liquidity, and political risks can help you reduce market losses. Proper techniques can help retain wealth with better rewards.
Register HereDiscover the pros and cons of each plan. Delve into the details of revocable, irrevocable, special or supplemental needs trusts and how they are administered and settled. Learn best practices on IRAs, asset titles, and beneficiary designations to transfer wealth.
register hereEvaluate Florida guidelines and review problems out of state documents can cause when you are domiciled or own property in Florida. Review homestead benefits and rules. New and existing Floridians will learn helpful tips for updating their plans.
register hereAttendees 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.
Investments 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.
