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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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Will & Trust

Florida Residency

Florida Residency and Will & Trust Settlement

Benefits of Becoming a Floridian and Estate Administration Tips

Explore the benefits of being a Floridian, including homestead advantages. Review the steps to settle a last will and/or trust for both Florida and out-of-state documents. Gain insights into the necessary skills, estimated timelines, and associated fees. Helpful tips will be presented to assist you and your loved ones.

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

Thursday, Jan. 9

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

Thursday, Jan. 9

  • Online via WebEx
    Presented by Christine Hause

Friday, Jan. 10

  • Englewood Chamber of Commerce
    601 S. Indiana Ave., Englewood
    Presented by Kerry Hunter with Attorney Dean Hanewinckel

Thursday, Jan. 16

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

Thursday, Jan. 16

  • Venice branch
    207 S. Tamiami Trail, Venice
    Presented by Kerry Hunter with Attorney Ian MacLean

Thursday, Jan. 23

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

Thursday, Jan. 23

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

Thursday, Feb. 6

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

Thursday, Feb. 6

  • Online via WebEx
    Presented by Christine Hause

Friday, Feb. 7

  • Englewood Chamber of Commerce
    601 S. Indiana Ave., Englewood
    Presented by Kerry Hunter with Attorney Dean Hanewinckel

Thursday, Feb. 13

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

Thursday, Feb. 13

  • Venice branch
    207 S. Tamiami Trail, Venice
    Presented by Kerry Hunter with Attorney Ian MacLean

Thursday, Feb. 20

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

Thursday, Feb. 20

  • 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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