Christine Hause invites you to a series of free webinars to answer your questions about estate planning from a Trust Officer's perspective.
For a complete list of upcoming webinars or to register, please click here.
 
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 event for free.

Christine Hause invites you to a series of free webinars

 

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

Social distancing concerns have led Christine to conduct her annual trust and investment management seminars as webinars rather than in-person sessions as in the past. Please register in advance for log in information by clicking the links below, or contact Christine at 941-624-1917 or chause@csbtfl.com
Tuesday, Oct. 20
10-11 am

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, and Robin Williams are a few of the estates explored.

REGISTER HERE
Wednesday, Oct. 21
10-11 am

Stocks, Bonds, and Exchange Traded Funds

Christine 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 HERE
Thursday, Oct. 22
10-11 AM

Estate Planning for Women

Education 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 here
Tuesday, Oct. 27
10-11 am

Family Administering Your Estate Plan

This 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 here
Wednesday, Oct. 28
10-11 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, Oct. 29
10-11 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 agent, including ways to protect yourself and your assets.

register here

PUNTA GORDA ISLES CIVIC ASSOCIATION SEMINARS

No in-person seminars are currently scheduled. Please check back later or sign up to attend a webinar.

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.