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 or online. In-person seminars will be held at the following branch offices:
  • North Port, 4300 Aidan Lane (along Tamiami Trail, just south of Home Depot and across from the Cocoplum Village Shops) 
  • Murdock, 1100 Tamiami Trail, Port Charlotte
  • Punta Gorda, 2331 Tamiami Trail (at the corner of Tamiami Trail and Airport Road) 
In-person seminar capacity is limited to allow for physical distancing. Advance registration is required.
  • To attend in person at one of our branches, please RSVP at any branch office, email rsvp@csbtfl.com, or call Christine at 941-624-1917.
  • To receive login information to attend online, please register below.

You may also attend an in-person or online seminar at the Punta Gorda Isles Civic Association, 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.

 
Thursday, June 10
10-11:30 am
North Port

Advanced Estate Planning: Will vs. Trust

Discover the pros and cons of each plan. Delve into the details of revocable, irrevocable, special or supplemental needs trusts and how they are administered and settled. Learn best practices on IRAs, asset titles, and beneficiary designations to transfer wealth.

register here
Thursday, June 10
1:30-3pm
North Port

Specialty Estate Planning: Out-Of-State Wills, Trust and POAs

Evaluate Florida guidelines and review problems out of state documents can cause when you are domiciled or own property in Florida. Review homestead benefits and rules. New and existing Floridians will learn helpful tips for updating their plans.

register here
Tuesday, June 15
10-11:30 am
Murdock

Estate Planning 101: Wills, POA, and Healthcare Directives

Review the elements of a last will and testament, durable power of attorney, and healthcare directives documents, including the benefits of each and the pitfalls to avoid. Review the role of agent, personal representative, and healthcare surrogate in protecting yourself and your assets.

register here
Tuesday, June 15
1:30-3pm
Murdock

Focused Estate Planning: Beneficiaries with Challenges

Some wonder how to gift a young child or a grandchild with special needs. Others worry about a beneficiary struggling with mental health, dependency or compulsive issues. Successful planning techniques for these matters and more will be shared.

register here
Wednesday, June 16
10-11:30 am, Murdock

Investments 101: Stocks, Bonds, and ETFs

Learn 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
Wednesday, June 16
1:30-3pm, Murdock

Advanced Investment Management: Risk Minimization

Discover the risks in your investments and how to manage them. Learn how using the market, interest rates, inflation, concentration, liquidity, and political risks can help you reduce market losses. Proper techniques can help retain wealth with better rewards.

register here
Thursday, June 17
10-11:30 am, Murdock

Advanced Estate Planning: Will vs. Trust

Discover the pros and cons of each plan. Delve into the details of revocable, irrevocable, special or supplemental needs trusts and how they are administered and settled. Learn best practices on IRAs, asset titles, and beneficiary designations to transfer wealth.

register here
Thursday, June 17
1:30-3pm, Murdock

Specialty Estate Planning: Out-Of-State Wills, Trust and POAs

Evaluate Florida guidelines and review problems out of state documents can cause when you are domiciled or own property in Florida. Review homestead benefits and rules. New and existing Floridians will learn helpful tips for updating their plans.

register here
Tuesday, June 22
10-11:30 am Punta Gorda

Estate Planning 101: Wills, POA, and Healthcare Directives

Review the elements of a last will and testament, durable power of attorney, and healthcare directives documents, including the benefits of each and the pitfalls to avoid. Review the role of agent, personal representative, and healthcare surrogate in protecting yourself and your assets.

register here
Tuesday, June 22
1:30-3pm, Punta Gorda

Focused Estate Planning: Beneficiaries with Challenges

Some wonder how to gift a young child or a grandchild with special needs. Others worry about a beneficiary struggling with mental health, dependency or compulsive issues. Successful planning techniques for these matters and more will be shared.

register here
Wednesday, June 23
10-11:30 am
Punta Gorda

Investments 101: Stocks, Bonds, and ETFs

Learn 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
Wednesday, June 23
1:30 - 3pm, Punta Gorda

Advanced Investment Management: Risk Minimization

Discover the risks in your investments and how to manage them. Learn how using the market, interest rates, inflation, concentration, liquidity, and political risks can help you reduce market losses. Proper techniques can help retain wealth with better rewards.

Register Here
Thursday, June 24
10-11:30 am, Punta Gorda

Advanced Estate Planning: Will vs. Trust

Discover the pros and cons of each plan. Delve into the details of revocable, irrevocable, special or supplemental needs trusts and how they are administered and settled. Learn best practices on IRAs, asset titles, and beneficiary designations to transfer wealth.

register here
Thursday, June 24
1:30-3 pm, Punta Gorda

Specialty Estate Planning: Out-Of-State Wills, Trust and POAs

Evaluate Florida guidelines and review problems out of state documents can cause when you are domiciled or own property in Florida. Review homestead benefits and rules. New and existing Floridians will learn helpful tips for updating their plans.

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

Please check back for upcoming seminars

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.