Seminars
Learn from the experts.
We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.
Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones.
Upcoming Seminars
Will and Trusts: Creation and Funding
Learn the difference between a last will and testament and a revocable living trust, how each works, and how best to title assets and assign proper beneficiaries. Bring your questions and concerns related to your estate.
Presented by Christine Hause and Kerry Hunter
Feb. 6 | 10 a.m. | Crews Bank & Trust North Port SEMINAR FULL - Please select a different session.
Feb. 6 | 10 a.m. | Englewood Chamber of Commerce SEMINAR FULL - Please select a different session.
Feb. 27 | 10 a.m. | Crews Bank & Trust Wauchula SEMINAR FULL - Please select a different session.
Feb. 27 | 2 p.m. | DeSoto County Chamber of Commerce SEMINAR FULL - Please select a different session.
March 5 | 10 a.m. | Crews Bank & Trust Punta Gorda SEMINAR FULL - Please select a different session.
March 5 | 10 a.m. | Englewood Chamber of Commerce SEMINAR FULL - Please select a different session.
March 19 | 10 a.m. | Crews Bank & Trust North Port
March 19 | 10 a.m. | Crews Bank & Trust Venice
April 2 | 10 a.m. | Crews Bank & Trust Venice
April 16 | 10 a.m. | Englewood Chamber of Commerce
Selecting a Successor Trustee to Minimize Stress on Family
Deciding who is best to serve as administrator in a power of attorney, will, trust or health care directive is extremely important. Explore the skills, abilities, experience, and time these roles demand. Learn the best practices for transferring these decisions.
Presented by Christine Hause and Kerry Hunter.
Mar. 20 |10 a.m. | Crews Bank & Trust North Port
Mar. 20 | 10 a.m. | Crews Bank & Trust Gulf Cove
Out-of-State Wills & Trusts and the Benefits of Florida Residency
Moving to a new state brings many questions, including: Will my estate plan documents work in Florida, despite not being created here? Should I make Florida my homestead or domiciliary? Join us to review the challenges with out-of-state documents and the benefits of becoming a Floridian.
Presented by Christine Hause and Kerry Hunter.
March 21 | 10 a.m. | Crews Bank & Trust North Port
March 21 | 10 a.m. | Crews Bank & Trust Venice
April 4 | 10 a.m. | Crews Bank & Trust Venice
April 18 | 10 a.m. | Englewood Chamber of Commerce
Mutual Funds vs. Exchange Traded Funds
Explore how each investment tool works; its costs, performance measurements, and possible tax implications. Learn the pros and cons of each. Gain insight into target funds, sector funds, and specialty funds and the risks of each.
Presented by Kerry Hunter, Wealth Strategist, and Christopher Eckstrom, MBA, Portfolio Manager.
April 3 | 10 a.m. | Crews Bank & Trust Venice
Estate Planning Mistakes
"Oops" is not a word someone wants associated with their estate plans. This seminar will discuss the basics of estate planning, including last will and testament and power of attorney, and offer examples of real-life mistakes we can learn from and apply to our personal plans.
April 17 | 10 a.m. | Crews Bank & Trust Gulf Cove
Seminar Events at Punta Gorda Isle Association
Top Tips to Avoid Being Fooled
Your estate plan and your investment choices require critical decisions. Sadly, there are influential people who can cause you to select a path that may not be best for you or your family. We will reveal the best advice to help you review your prior decisions and strengthen your future ones and discuss tips to help you review your prior decisions and strengthen your future ones.
These events are free and open to the public. Register online, visit the PGICA Office at 2001 Shreve Street, Punta Gorda, or call 941-637-1655.
Presented by Christine Hause
Schedule a free appointment to review your estate planning documents.
Schedule a free, 30-minute one-on-one appointment to review your trust, will, power-of-attorney, and healthcare directives. We will help you answer these questions:- Are your will, trust, durable power of attorney, and health care documents up to date?
- Does your living will and designation of healthcare surrogate accurately reflect your wishes?
- Is your will or trust fully funded to avoid probate?
- Will your estate plans from your home state function properly in Florida?
- Are your assets properly titled and appropriate beneficiaries designated?
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