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Seminars

Learn from the experts.

We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.

Seminar

Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones. 

There are currently no upcoming seminars. Please check back later for new dates and topics.

Crews Bank & Trust Upcoming Educational Seminars

Seminars are held in North Port, Venice, Englewood, Port Charlotte, Punta Gorda, and Wauchula, as well as online. Registration is free and open to the public. To reserve your spot, please select a topic below to see dates and locations. Then, scroll down to the Register Now button. 

All seminar times 10 a.m. to 11:30 a.m. EST.

Basic Estate Planning - Select Dates, 10 - 11:30 a.m.

Building a Better Estate Plan - Select Dates, 10 - 11:30 a.m.

Florida Residency and Will & Trust Settlement - Select Dates, 10 - 11:30 a.m.

 

 

Upcoming PGICA Seminars

Christine A. Hause, Vice President and Senior Wealth Strategist, will share her expertise from a Trust Officer’s perspective on important issues during free classes to help you prepare for the future and learn how you can achieve your financial goals for yourself and your loved ones.

Classes are held on select dates from 10-11 a.m. at the Punta Gorda Isles Civic Association. 

Top Estate Planning Tips from a Trust Officer’s Perspective - Monday, Feb. 10

Estate Administration with Family Harmony - Friday, March 7

Schedule a free appointment to review your estate planning documents.

Schedule a free, 30-minute one-on-one appointment to review your trust, will, power-of-attorney, and healthcare directives. We will help you answer these questions:
  • Are your will, trust, durable power of attorney, and health care documents up to date?
  • Does your living will and designation of healthcare surrogate accurately reflect your wishes?
  • Is your will or trust fully funded to avoid probate?
  • Will your estate plans from your home state function properly in Florida?
  • Are your assets properly titled and appropriate beneficiaries designated?

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