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 event for free.
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, and Robin Williams are a few of the estates explored.
REGISTER HEREChristine Hause, Trust and Investment Management Services Vice President, and, Gregory Thomas Portfolio Manager, discuss 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 HEREEducation 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, best practices, and what common pitfalls to avoid.
register hereThis common practice of naming family or friends can cause family strife, long probates, extra expenses, and problematic estate administration during life and at death. Tips will be shared to help you make a solid plan.
register hereLearn the truth about these instruments and why they can cost you money from expenses, lack of liquidity, and poor performance. It is very important to know the pros and cons of each of these so you can make the best decision.
register hereReview the basic elements of an estate plan: last will and testament, power of attorney and healthcare directives; the benefits of each and the pitfalls to avoid. Review the role of agent, including ways to protect yourself and your assets.
register hereWe are able to meet with you online or in a large conference room to allow us to follow social distancing guidelines. Please complete to form below to request an appointment.
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.
