Live for today. Plan for tomorrow.

Select Dates 10 a.m.

Get Stock Market-like Returns Consistently

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.

Jan. 11 | Punta Gorda

Select Dates 10 a.m.

Pass Your IRA Effectively to Your Heirs

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.

Jan. 3 | Punta Gorda

select dates 10 a.m.

Survivorship Checklist

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.

Dec. 7 | Murdock

Dec. 7 | Webinar

Select Dates 10 a.m.

Handle Out of State Wills, Trusts, and Power of Attorney

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.

Dec. 6 | Murdock

Dec. 6 | Webinar

Jan. 12 | Punta Gorda

Select Dates 10 a.m.

Minimize Estate Plan Stress on Family

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.

Dec. 12 | Murdock

Dec. 12 | Webinar

Dec. 22 | Punta Gorda

Select Dates 10 a.m.

Plan for Digital Assets & Social Media Accounts

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.

Dec. 20 | Punta Gorda

Select Dates 10 a.m.

Benefit from Florida Residency

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.

Jan. 5 | Punta Gorda

Select Dates 10 a.m.

Fund Your Will or Trust with Proper Titles and Beneficiaries

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.

Dec. 15 | Murdock

Dec. 15 | Webinar

Select Dates 10 a.m.

Maximize Bond Income with Low Risk

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.

Jan. 4 | Punta Gorda

Select Dates 10 a.m.

Create a Last Will & Testament or Trust

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.

Dec. 8 | Murdock

Dec. 8 | Webinar

Jan. 17 | Punta Gorda

Select Dates 10a.m.

Identify and Lower Investment Expenses

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.

Dec. 5 | Murdock

Dec. 5 | Webinar

Dec. 21 | Punta Gorda

Select Dates 10 a.m.

Select a Successor for Your Trust & Agent in Your Power of Attorney

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.

Dec. 13 | Murdock

Dec. 13 | Webinar

Jan. 19 | Punta Gorda

Select Dates 10 a.m.

Develop a Strong Financial Plan

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.

Jan. 18 | Punta Gorda

Select Dates 10 a.m.

Glean Tips from Fiduciary Trust Officers

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.

Jan. 10 | Punta Gorda

Select Dates 10 a.m.

Plan Your Portfolio for Bull and Bear Markets

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.

Dec. 14 | Murdock

Dec. 14 | Webinar

Friday, Dec. 9
PGICA

Survivorship Checklist

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 help 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.

Friday, Dec. 16
PGICA

Cut Costs on Investment Expenses

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.