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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, held at 2001 Shreve Street, Punta Gorda, are free and open to the public. To register, please click the link below, or call a Trust Services Associate at 941-624-1988.


Advanced Estate Planning Thursday, Jan. 29, 10 - 11:30 a.m.
Explores techniques and tools to protect spouses, children, and other loved ones in remarriage situations. Pet planning will also be discussed. 


Tips for Smooth Estate & Trust Administration Tuesday, Feb. 24, 10 - 11:30 a.m.        
Gain insight into decisions about the proper selection of personal representative, agent, and successor trustee. Learn how best to minimize stress and conflict amongst your loved ones and get your estate plan goals accomplished.

Proper Funding of Wills and Trusts Tuesday, March 24, 10 - 11:30 a.m.
Discover the most successful ways to avoid probate, not disinherit someone by accident, and keep estate assets in your bloodline. A few simple lessons can offer you a solid plan. 

Register for a Seminar at PGICA

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?

Blog

On Our Minds

Map of the U.S. ranking inbound (purple) and outbound (green) relocations by state.
Chart of the Day

Chart of the Day: Inbound vs. Outbound

December 18, 2025

Today’s Chart of the Day is from Axios, with data from Atlas Van Lines of their 107,000 residential moves over the last year and shows the percent...

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Image of a tree with leaves representing life events during which one's estate plan should be revisited.
Chart of the Day

Chart of the Day: Life Changes

December 16, 2025

Today’s Chart of the Day is from Wealth.com and shows the various reasons why you should revisit (or obtain one if you don’t) your Estate Plan, which...

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Line graph illustrating the average increase in life expectancy, from 1900 to 2023.
Chart of the Day

Chart of the Day: Life is Longer

December 11, 2025

Today’s Chart of the Day is from Our World in Data showing that the global average life expectancy went from 32 years in 1900 to 73 years as of 2023.

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