Our 2024 Summer Seminars Are Here! | Crews Bank & Trust

Summer is a great time to dedicate yourself to your interests. When you have free time, consider making an investment in your greatest asset: yourself and your future! At Crews Bank and Trust, we're excited to help you on this journey with our 2024 Summer Seminars.

We have a great lineup of helpful and practical seminars spread across our various branch locations. These seminars are designed to equip you with the knowledge and tools to set your finances up for success, ensuring you can enjoy many stress-free summers to come. Whether you're just starting out on your financial journey or looking to refine your strategies, our seminars offer something for everyone.

Join us this summer at Crews Bank and Trust to learn how to make smart financial decisions and take control of your future. Dive deeper into our three seminar topics to see which interests you the most: Estate Planning Basics, Investment Planning Essentials, and Financial Planning Fundamentals.

Estate Planning Basics Seminar

Estate planning is an essential aspect of managing your financial future, yet it is often overlooked. Our Estate Planning Basics Seminar is designed to demystify this crucial process and provide you with the knowledge you need to protect your assets and ensure your loved ones are cared for. 

Attendees will learn about the fundamental components of estate planning, including wills, trusts, powers of attorney, and beneficiary designations. Our expert presenters will guide you through the steps of creating a comprehensive estate plan, addressing common pitfalls, and answering your specific questions. By the end of the seminar, you'll have a clear understanding of how to start or update your estate plan, the peace of mind knowing your wishes will be honored, and the confidence to take control of your legacy.

Who should attend?

• Young Professionals and Families: Those who are just starting their careers or families and want to ensure their assets and dependents are protected.
• Middle-Aged Adults: Individuals who are at the peak of their careers and have accumulated assets they wish to protect and manage effectively.
• Retirees: Those approaching or already in retirement who want to ensure their estate is in order and their wishes are clearly defined.
• Parents with Minor Children: Parents who want to designate guardians and ensure their children are provided for in the event of their untimely death.
• Blended Families: Families with children from previous marriages who need to navigate inheritance issues.
• Small Business Owners: Entrepreneurs who need to plan for the future of their business, including succession planning and protecting business assets.

Schedule

Tuesday, July 16 - 10:00AM - 11:30Am EST

• North Port branch, 4300 Aidan Lane, North Port  >>
• DeSoto County Chamber of Commerce, 222 E. Oak Street, Arcadia  >>

Tuesday, July 23 - 10:00AM - 11:30Am EST

• Murdock branch, 1100 Tamiami Trail, Port Charlotte  >>
• Wauchula branch, 106 E. Main Street, Wauchula  >>
• Live Webinar  >>

Tuesday, July 30 - 10:00AM - 11:30Am EST

• Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda  >>
• Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood  >>
  • Presented with guest Attorney Lori Wellbaum of Wellbaum Law

Tuesday, Aug. 6 - 10:00AM - 11:30Am EST

• Venice branch, 207 S. Tamiami Trail, Venice  >>
  • Presented with guest Attorney Nicole Peet of The Farr Law Firm

Investment Planning Essentials Seminar

Understanding how to effectively manage and grow your investments is crucial for achieving your financial goals. During our Investment Planning Essentials Seminar, attendees will explore essential topics such as the principles of asset allocation, the importance of diversification, and the key factors to consider when selecting investments. Gain the practical insights and proven techniques you need to build a balanced and resilient investment portfolio.

You'll also learn how to assess your risk tolerance, set realistic investment objectives, and understand the potential returns and risks associated with different asset classes. Whether you're planning for retirement, saving for a major purchase, or building wealth for future generations, this seminar will provide you with the knowledge and confidence to navigate the complexities of the financial markets effectively.

Who should attend?

• Young Professionals: Those beginning their careers who want to start investing early to build wealth over time.
• Mid-Career Professionals: Individuals looking to optimize their investment strategies as they accumulate more assets and income.
• Pre-Retirees: Those approaching retirement age who want to ensure their investment portfolio is structured to support their retirement goals.
• Parents Saving for Education: Parents who want to learn about investment options for funding their children's education, such as 529 plans or other education savings accounts.
• Individuals Saving for Major Life Goals: People who are planning for major life expenses, such as buying a home, funding education, or traveling.
• Finance and Business Students: Students who are studying finance, economics, or business and want to gain practical knowledge about investment planning.

Schedule

Wednesday, July 17 - 10:00AM - 11:30Am EST

• North Port branch, 4300 Aidan Lane, North Port  >>
• Venice branch, 207 S. Tamiami Trail, Venice  >>

Wednesday, July 24 - 10:00AM - 11:30Am EST

• Murdock branch, 1100 Tamiami Trail, Port Charlotte  >>
• DeSoto County Chamber of Commerce, 222 E. Oak Street, Arcadia  >>
• Live Webinar  >>

Wednesday, July 31 - 10:00AM - 11:30Am EST

• Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood  >>
• Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda  >>

Wednesday, Aug. 7 - 10:00AM - 11:30Am EST

• Wauchula branch, 106 E. Main Street, Wauchula  >>

Finacial Planning Fundamentals Seminar

Get the crucial tools to take charge of your financial well-being! From understanding investment strategies to optimizing your savings, we'll empower you to make informed decisions that align with your unique financial goals and aspirations. You’ll be ready to weather life’s curveballs with confidence knowing that you have a stable retirement plan in place.

Prepare for major life expenses that are both around the corner and on the horizon. Your financial roadmap should take into account your needs, wants, and make room for worries. Our Financial Planning Fundamentals Seminar is your gateway to mastering essential financial strategies that will empower you to build a secure and prosperous future.

Who should attend?

• Young Adults and Recent Graduates: Those starting their financial journey and looking to build a strong foundation for managing money, saving, and investing.
• Mid-Career Professionals: Individuals who want to optimize their financial strategies, manage debt, and plan for future financial goals such as buying a home or funding their children’s education.
• Pre-Retirees: People approaching retirement who need to ensure their financial plans are on track to meet their retirement goals and manage their retirement income effectively.
• Retirees: Individuals in retirement who need to manage their finances to sustain their lifestyle and ensure their savings last.
• Parents: Families looking to budget effectively, save for their children’s education, and plan for future financial security.
• Individuals Facing Major Life Changes: People undergoing significant life transitions such as marriage, divorce, or receiving an inheritance who need to reassess and plan their financial strategies.
• Small Business Owners: Entrepreneurs who need to manage personal and business finances, plan for business growth, prepare for business succession and prepare for future financial security.
• Anyone Interested in Improving Their Financial Literacy: Individuals who want to understand the basics of financial planning to make informed decisions and improve their financial well-being.

Schedule

Thursday, July 18 - 10:00AM - 11:30Am EST

• North Port branch, 4300 Aidan Lane, North Port  >>

Thursday, July 25 - 10:00AM - 11:30Am EST

• Murdock branch, 1100 Tamiami Trail, Port Charlotte  >>
• Live Webinar  >>

Thursday, Aug. 1 - 10:00AM - 11:30Am EST

• Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda  >>

Crews Seminar FAQS

Not at all! These sessions are open to everyone in the community who wishes to learn and improve their financial knowledge.

Yes, we'd love to have you! It's important to note that seats are limited, so it's best to reserve seats in advance.

We value your input and welcome any comments or suggestions you may have regarding your experience. Comment cards are provided at the seminars, but please send us a message here if something comes to mind after attending.

Our seminars are taught by our team of expert advisors who have extensive knowledge and experience in their respective fields of finance and investment. They are dedicated to providing you with valuable insights and practical guidance to help you navigate your financial journey with confidence.

We can't wait to see you at one of our seminars! Join us for a lively and informative experience—let's make financial planning a journey you actually look forward to!