Free Seminars

Get expert advice for Estate Planning and Asset 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:

  • Planning with a Will or Trust
  • Planning for Market Fluctuations: Top 10 Things Every Investor Should Know
  • Planning Who Should Control Your Finances
  • Celebrity Estate Planning Mistakes
  • Plus, many other educational topics

Attend an upcoming event for free.

Estate Planning and Asset Management Seminars

A series of free seminars presented by Charlotte State Bank & Trust, Trust and Investment Management Services, to give you an experienced Trust Officer’s perspective on many important issues will be held from 10:00 a.m. to 11:30 a.m. at our North Port, Murdock, and Punta Gorda offices. While the seminars are open to the public, seating is limited and reservations are required; please email rsvp@csbtfl.com or call 941-235-5110.

North Port Office, 4300 Aidan Lane, North Port, FL 34287

Murdock Office, 1100 Tamiami Trail, Port Charlotte, FL 33953

Punta Gorda Office, 2331 Tamiami Trail, Punta Gorda, FL 33950

We currently have no seminars scheduled at our branch offices.  

Punta Gorda Isles Civic Association Seminars

The Punta Gorda Isles Civic Association is hosting a series of educational estate planning and investment management seminars presented by Christine Hause, Vice President of Trust & Investment Management Services at Charlotte State Bank & Trust.

The seminars are free and will be held from 10:00 a.m. - 11:00 a.m. at the PGI Civic Association, 2001 Shreve Street, Punta Gorda.

While they are open to the public, seating is limited and reservations are required and may be phoned in to the PGI Civic Association at 941-637-1655.

Are You Prepared for the SECURE Act & with Asset Protection? | March 20

We will review the recent tax law changes and how they impact your estate plans. We will explore the pros and cons of titling your assets in your trust name or other title options to protect your assets from creditors and liabilities. We will discuss umbrella policies and what assets should be covered.

 

Are You Prepared with a Will or Trust? | Friday, April 3

Is your will or trust going to be followed in Florida? We will discuss some of the differences between states, how documents are administered, best practices, and probate avoidance techniques to lower your estate settlement costs.


Are You Prepared to Learn the True Costs of Your Investments?  | Friday, April 17

Discover how much you are paying in fees, internal costs, commissions, tax and cash drag. We find that many portfolios are costing investors way too much of their current and potential gains. Learn the real returns of stocks and bonds to compare your portfolio to actual market performance.


Are You Prepared for Changes in Your Health? | Friday, April 24

If you or a loved one gets a serious medical diagnosis, you may wonder if your documents are in order, your assets are titled properly and your estate plan wishes will be carried out as you directed.

 

Are You Prepared to Avoid Probate? | May 1

Have you carefully reviewed all of your asset titles and beneficiary designations with a trust officer or attorney? We will discuss how best to assign titles and beneficiaries to match the goals of your estate plan, documents, and if possible avoid the probate process. This can save your estate time and money.


Are You Prepared with Stocks, Bonds and Exchange Traded Funds? | May 15

Discover the tools portfolio managers use to evaluate and analyze the most cost-effective investments to keep rewards up and risks down. Learn concepts and theories and how to apply them to your investment selections. Gain insight into their tax advantages and other benefits.

Schedule Your Appointment Today

Make an individual appointment or ask us about scheduling a presentation for your organization.