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

Check back soon for our summer series of seminars, or schedule a one-one-one appointment to review your estate planning documents.

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

 

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, May 7
10-11 am

Value of Florida Residency

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

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.