Summer Seminar Season has Arrived at Crews Bank & Trust

Central and Southwest, Fla., June 20, 2024– Members of the Trust and Wealth Management Services Division at Crews Bank & Trust will present vital information on estate, investment and planning topics throughout July and August. Some sessions will include local, guest attorneys. All seminars are complimentary and will take place from 10 a.m. to 11:30 a.m.

Registration is available at any Crews Bank & Trust branch, online at www.crews.bank, via email at trust@crews.bank or by calling Trust Client Services Associate Linda Ferrara at 941-624-1943.

Estate Planning Basics

“We invite attendees to attend Estate Planning Basics to learn or review the basics of last will and testament, durable power of attorney, revocable trust, irrevocable trust, and combination health care surrogate and living will,” shared Christine Hause, Senior Wealth Strategist, Vice President. “We’ll also discuss best practices for beneficiary flow, asset titles, and fiduciary selection to minimize administrative expenses.”

Dates and locations:

Tuesday, July 16, 2024

- North Port branch, 4300 Aidan Lane, North Port

- DeSoto County Chamber of Commerce, 222 E. Oak Street, Arcadia

Tuesday, July 23, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte

- Wauchula branch, 106 E. Main Street, Wauchula

- Live Webinar

Tuesday, July 30, 2024

- 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, 2024

- Venice branch, 207 S. Tamiami Trail, Venice, presented with guest Attorney Nicole Peet of The Farr Law Firm

Investment Planning Essentials

“Join us at Investment Planning Essentials to discover the impact of stocks, bonds, exchange traded funds, mutual funds, real estate investment trusts, unit investment trusts, gold, silver, cryptocurrency, and annuities,” stated Kerry Hunter, Wealth Strategist. “We’ll discuss proper allocation and diversification of investments and, as well as how much of your possible gains may be paid in fees, internal costs, commissions, taxes, cash drag and other expenses.”

Dates and locations:

Wednesday, July 17, 2024

- North Port branch, 4300 Aidan Lane, North Port

- Venice branch, 207 S. Tamiami Trail, Venice

Wednesday, July 24, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte

- DeSoto County Chamber of Commerce, 222 E. Oak Street, Arcadia

- Live Webinar

Wednesday, July 31, 2024

- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood

- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

Wednesday, Aug. 7, 2024

- Wauchula branch, 106 E. Main Street, Wauchula

Financial Planning Fundamentals

“At the Financial Planning Fundamentals seminar, we’ll see the potential future of your finances – 10, 20, 30, or 40 years out,” Jackson Garner, Trust Relationship Associate, explained. “Join me to learn how to integrate your future needs, wishes, wants, and worries to help you plan for all of life's adventures.”

Dates and locations:

Thursday, July 18, 2024

- North Port branch, 4300 Aidan Lane, North Port

Thursday, July 25, 2024

- Murdock branch, 1100 Tamiami Trail, Port Charlotte

- Live Webinar

Thursday, Aug. 1, 2024

- Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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