Free Seminars

Get expert advice for Estate Planning and Investment Management.

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:

  • Basic Estate Planning
  • Will vs. Trust
  • Value of Florida Residency and Homestead
  • Mutual Funds vs. Exchange Traded Funds
  • Planning Who Should Control Your Finances
  • And many other helpful subjects

CHECK OUT OUR FREE UPCOMING SEMINARS

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.

PUNTA GORDA ISLES CIVIC ASSOCIATION SEMINARS

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. 

Friday, Sept 17

Avoiding Estate Planning Mistakes
with Celebrity Examples

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
Friday, Oct. 1

Financial Decision Making

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
Friday, Oct. 8

IRAs and Your Estate Plan

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 choices

register
Friday, Oct. 15

Mutual Funds vs. Exchange Traded Funds

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

Schedule a no-obligation appointment to review your estate planning documents.

We 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.