In observance of Martin Luther King Day, all of our locations will be closed on Monday, Jan. 18.

Get expert advice for Estate Planning and Investment Management by attending an educational webinar.

COVID-19 Resources, PPP and  Stimulus Payment Information  

Due to the increase in COVID-19 cases in our area, lobby access is by appointment only.

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

Attend an upcoming seminar for free. We are currently offering hybrid events,  meaning attendees may attend in person at our Murdock branch office, 1100 Tamiami Trail, Port Charlotte, or online. In-person capacity is limited to allow for physical distancing. Advance registration is required.

We also offer in-person and online seminars at the Punta Gorda Isles Civic Association

Christine Hause and Gregory Thomas
invite you to a series of free seminars

 

Answering Your Questions About Estate and Investment Planning from a Trust Officer's perspective

These free seminars are hybrid events, meaning attendees may participate in person or online. In-person capacity is limited to allow for physical distancing. Advance registration is required.

To attend in person at our Murdock branch office, 1100 Tamiami Trail, Port Charlotte, please RSVP at any branch office, rsvp@csbtfl.com, or call Brielle at 941-624-1943.

To receive login information to attend online, please register below. You may also email rsvp@csbtfl.com or call Brielle at 941-624-1943.
Wednesday, Jan. 13
10-11:30 am

Annuities, REITs, and UITs-Problematic?

Learn 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 here
Thursday, Jan. 14
10-11:30 am

Estate Planning Basics

Review 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 the agent, including ways to protect yourself and your assets.

register here
FRIDAY, JAN. 15
2-3:30 p.m.

Estate Planning for Woment

Education and empowerment of women allows them to make the best estate and investment planning decisions. The focus of this webinar will be on the benefits of good planning, best practices, and common pitfalls to avoid.

Register Here
Tuesday, Jan. 19
10-11 AM

Out-of-State Wills, Trusts and POAs

Evaluate Florida guidelines and review problems out-of-state documents can cause when you are domiciled or own property in Florida. New and existing Floridians will learn what should be updated and why.

Register Here
Wednesday, Jan. 20
10-11 AM

Bond Risk and How to Avoid It

Find the best use for bonds and how to add them safely to your portfolio. Knowing the risks can help you screen them to avoid market losses due to interest rate changes and low quality. Properly used, bonds can retain wealth; overused, they can cost you.

Register Here
Thursday, Jan. 21
10-11 AM

Will Versus Trust

Ever wonder which plan is best for you? Do you want to know the pros and cons of each? This seminar will delve into the details of each document and how they are implemented, administered, and settled.

Register Here
Tuesday, Jan. 26
10-11 AM

Value of Florida Residency and Homestead

Uncover the multifaceted benefits of becoming a Florida resident, including various tax advantages, creditor protection, and homestead benefits. This information is beneficial for any Florida real estate owner or those who plan to be.

register here
Wednesday, Jan. 27
10-11 AM

Mutual Funds Versus Exchange Traded Funds

Questioning brokerage accounts with mutual funds is a good thing to do. Knowing the cost, risk, benchmarked 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 here
Thursday, Jan. 28
10-11 am

IRAs and Your Estate Plan

Learn the risks of directing IRA assets straight to your beneficiaries and how to offer your IRA heirs with creditor/spendthrift protection. Learn more about converting, rolling over, transferring IRAs and evaluate the three spousal IRA choices.

register here

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 Shreeve Street Punta Gorda, call 941-637-1655 or click the link below to be directed to a registration page on the PGICA website. 

Please note: These are hybrid events, meaning attendees may participate in person or online. In-person capacity is limited to 12 people to allow for social distancing.

Friday, Jan. 15
10-11 AM

Giving of Tangible Personal Property

Family can disagree over money, but disagreements over personal property jewelry, war medals, cars, artwork, and collectibles can cause real discord. There are ways to properly distribute special personal items to loved ones. Good practices can keep peace in families too.

register here
Friday, Jan. 22
10-11 AM

Global Markets and Your Portfolio

Learn ways to position your assets to benefit from currency, government, and social effects on foreign markets. Explore how U.S. companies benefit your holdings while still offering exposure to global demand with a degree of safety.

register here

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.