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Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar

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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.

Plan Today. Protect Tomorrow.
Attend an Educational Seminar.

Take the first step toward securing your legacy and ensuring peace of mind for you and your loved ones. Join Christine Hause, Vice President and Senior Wealth Strategist; Kerry Hunter, Wealth Strategist; or Tim Birri, Trust Officer, for complimentary estate-planning seminars.

Seminars are 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. You may also RSVP with any Teller or Personal Banker, or call a Trust Services Associate at 941-624-1988.

Estate Plan Essentials - Select Tuesdays, 10 - 11:30 a.m.

Value of Florida Residency - Select Wednesdays, 10 - 11:30 a.m.

Will vs. Trust - Select Thursdays, 10 - 11:30 a.m.

 

Estate Planning Classes at the Punta Gorda Isles Civic Association

Join Christine Hause, Crews Bank & Trust Vice President and Senior Wealth Strategist, who will share her expertise from a Trust Officer’s perspective on important estate planning issues to help you prepare for the future and learn how you can achieve your financial goals for yourself and your loved ones.

These classes are free and open to the public. Walk-ins are welcome, but RSVPs are appreciated. Please call the PGI Civic Association at 941-637-1655, or stop by their office at 2001 Shreve Street, Punta Gorda. 

Building a Better Estate Plan Friday, Dec 5, 10 a.m.
Top 10 tips from a trust officer’s perspective, including revocable trusts, irrevocable trusts, and best practices for IRAs. Review the various strategies for safely and efficiently passing wealth to the next generation and/or charities. Review the advantages of a trust during your lifetime and for your heirs. 

Advanced Estate Planning Thursday, Jan. 29, 10 a.m.
Explores techniques and tools to protect spouses, children, and other loved ones in remarriage situations. Pet planning will also be discussed. 

 

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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