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Sign up for a free estate planning seminar or a review of your will, trust, or power of attorney.

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Estate Planning

Building a Better Estate Plan

Top 10 Tips from a Trust Officer’s Perspective

Topics include revocable trusts, irrevocable trusts, and best practices for IRAs. Discover various strategies for safely and efficiently passing wealth to the next generation and/or charities. Understand the advantages of a trust during your lifetime and for your heirs.

Join us for Investment Planning Essentials and take the first step towards mastering the art of investment planning. Our expert speakers will provide you with actionable advice, real-world examples, and interactive Q&A sessions to ensure you leave with a clear understanding of how to build and maintain a successful investment portfolio.

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Discover the impact of:

  • Stocks
  • Bonds
  • Exchange-traded funds
  • Mutual funds
  • Real estate investment trusts
  • Unit investment trusts
  • Gold and silver
  • Cryptocurrency
  • Annuities
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Learn how to craft a well-balanced investment portfolio by strategically allocating your assets across a diverse range of investment opportunities. Throughout our discussion, we'll explore the central theme of asset allocation and diversification, offering valuable insights into how to optimize your portfolio for long-term growth and stability.

You'll also learn to identify and manage the various fees, internal costs, commissions, taxes, cash drag, and other expenses that can significantly impact your overall investment performance.

Achieving your financial goals starts here!

Seminar dates, times and locations:

All seminars take place 10:00 AM -  11:30 AM EST

Wednesday, Jan. 8

  • Murdock branch
    1100 Tamiami Trail, Port Charlotte
    Presented by Christine Hause

Wednesday, Jan. 8

  • Gulf Cove branch
    12651 S. McCall Rd., Port Charlotte
    Presented by Kerry Hunter

Wednesday, Jan. 15

  • Punta Gorda branch
    2331 Tamiami Trail, Port Charlotte
    Presented by Christine Hause

Wednesday, Jan. 15

  • Venice branch
    207 S. Tamiami Trail, Venice
    Presented by Kerry Hunter

Wednesday, Jan. 22

  • North Port branch
    4300 Aidan Lane, North Port
    Presented by Christine Hause

Wednesday, Jan. 22

  • Wauchula branch
    106 E. Main St., Wauchula
    Presented by Kerry Hunter

Wednesday, Feb. 5

  • Murdock branch
    1100 Tamiami Trail, Port Charlotte
    Presented by Christine Hause

Tuesday, Feb. 5

  • Online via WebEx
    Presented by Christine Hause

Wednesday, Feb. 5

  • Gulf Cove branch
    12651 S. McCall Rd., Port Charlotte
    Presented by Christine Hause

Wednesday, Feb. 12

  • Punta Gorda branch
    2331 Tamiami Trail, Port Charlotte
    Presented by Christine Hause

Wednesday, Feb. 12

  • Venice branch
    207 S. Tamiami Trail, Venice
    Presented by Kerry Hunter

Wednesday, Feb. 19

  • North Port branch
    4300 Aidan Lane, North Port
    Presented by Christine Hause

Wednesday, Feb. 19

  • Wauchula branch
    106 E. Main St., Wauchula
    Presented by Kerry Hunter

Please complete our form to register.

You will receive registration confirmation and event reminders via email. If you do not see these emails, please check your spam folder or other inboxes.

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