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Get an experienced trust officer’s perspective on Estate Planning and Asset Management. Attend a free seminar.

Free Seminars

Get expert advice for Estate Planning and Investment Management.

Join Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for estate-planning and investment seminars designed to give attendees what they need to know to ensure and protect their financial legacy. Upcoming complimentary seminars are scheduled at our branch offices, as well as the Punta Gorda Isles Civic Association. 

Check out our free seminars

in-branch SEMINARS

PGICA SEMINARS

 

FREE ESSENTIAL PLANNING SEMINARS AT OUR BRANCH OFFICES

Christine Hause, Vice President of Trust and Investment Management Services, and Portfolio Manager Angie Parsons share their expertise from a Trust Officer’s perspective on many important topics during a series of free seminars. Held from 10-11:30 a.m., the seminars designed to help you in the present and prepare you for the future. Advanced registration is required.

Tuesday, Feb. 1
North Port Branch

Last Will and Testament

Various forms of wills will be presented. Verify that your will or your wishes will be successfully administered in Florida or where you have assets. Essential elements of wills vs. trust will be discussed.

register
Wednesday, Feb. 2
North Port Branch

Top 10 Things Every Investor Should Know

We will discuss the important pillars of fiduciary investing to help you better manage your financial future with these time-tested principals.

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Thursday, Feb. 3
North Port Branch

Durable Power of Attorney

Learn the essential elements of this document and gain insight into how it really functions. Does it cover all your assets or your digital footprint? The essential elements of a Florida Power of Attorney will be reviewed in depth.

Register
Tuesday, Feb. 8
North Port Branch

Living Will and Health Care Surrogate

Health care directives are an essential part of every proper estate plan. Each component will be explored to ensure that your health and end-of-life wishes will be honored. Accidents and illnesses do happen, so a solid plan is a must.

register
Wednesday, Feb. 9
North Port Branch

Stocks, Bonds, and ETFs

These essential investment options will be examined. The focus will be on low-cost ways to build an efficient portfolio to grow wealth with market-like returns. Tips to convert current holdings will be shared.

register
Thursday, Feb. 10
North Port branch

Trusts

There are many forms- revocable, irrevocable, grantor retained, charitable, qualified personal residence, credit shelter, irrevocable life insurance, spendthrift, generation skipping, and testamentary trusts. The essential elements of each will be shared and the pros and cons revealed.

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Tuesday, Feb. 15
North Port Branch

Essential Checklist for Florida Residents

The value of Florida residency will be covered in detail. Learn all the benefits for new and existing Florida residents.

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Wednesday, Feb. 16
North Port Branch

Fees - How much is too much?

We will reveal the true costs of investments used by the brokerage world. Learn how wealth is stunted due to hidden layered fees, over diversification, failed sector bets, and much more. We will share our analysis showing avoidable losses in fee-based and commissioned accounts.

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Thursday, Feb. 17
north port branch

Asset Titles and Beneficiary Designations

Discover the best practices for titling your accounts or properties and assigning the proper beneficiary designations, so you do not render your will or trust ineffective. IRAs need unique planning techniques which will be highlighted.

register

PUNTA GORDA ISLES CIVIC ASSOCIATION SEMINARS

The seminars sponsored by Charlotte State Bank & Trust at the Punta Gorda Isles Civic Association are free and 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, Jan. 21
PGICA

Wealth Transfers: Heirs, Charity or Both?

Your estate will pass to the ones you love or the missions you believe in. With poor planning, estate taxes can decrease these gifts. Discover some creative ways to properly transfer wealth to your heirs and benefit your favorite charities.

Register
Friday, Feb. 4
PGICA

Last Will and Testament

Various forms of wills will be presented. Verify that your will, or your wishes, will be successfully administered in Florida, or where you have assets. Essential elements of wills vs. trust will be discussed.

Register
Friday, Feb. 11
PGICA

U.S. vs. Foreign Stocks

Foreign markets have lagged the S&P 500 for decades. This has decreased returns for many with stock portfolios or mutual funds with foreign stock holdings. Learn how to evaluate the risk of foreign investing.

Register
Friday, Feb. 18
PGICA

Durable Power of Attorney

Learn the essential elements of this document and gain insight into how it really functions. Does it cover all your assets or your digital footprint? The essential elements of a Florida Power of Attorney will be reviewed in depth

Register
Friday, March 4
PGICA

Financial Planning Essentials

Will your stocks and bonds last you 30 years? Are you spending too much or not enough? What happens when a spouse dies or needs long-term health care? Discover what our complimentary analysis can do to give you peace of mind and test your plans.

register
Friday, March 11
PGICA

Investment Risk Minimization

There are lots of ways to manage risk in a stock, bond, or exchange traded fund portfolio. Explore best practices from a trust department portfolio manager who follows true fiduciary methodologies.

register
Friday, March 18
PGICA

Living Will and Health Care Surrogate

Health care directives are an essential part of every proper estate plan. Each component will be explored to ensure that your health and end-of-life wishes will be honored. Accidents and illnesses do happen, so a solid plan is a must.

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.