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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.

Upcoming Crews Bank & Trust 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.

Crews Bank & Trust seminars will resume in the summer. 

 

 

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.

Crews Bank & Trust classes at the Punta Gorda Isles Civic Association will resume in the fall. Please check back later for dates. 

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

best days in blue and worst days in orange on chart spanning from 1980 to 2024
Chart of the Day

Chart of the Day: Darkest Before the Light

April 10, 2025

Today’s Chart of the Day is a classic one provided by Vanguard and was recently updated to reflect 2024 performance. It highlights the best and worst...

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sepia toned image of Bank of Wauchula, dated 1929
Community Bank

Crews Bank & Trust - We Are Your Hometown Bank

April 9, 2025

We opened our first branch in Wauchula in 1929 and never looked back. Now, as Crews Bank & Trust, we have been a cornerstone of Central and Southwest...

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Bar graph illustrating the median square-foot growth in home sizes from 1920-2020
Chart of the Day

Chart of the Day - The Opposite of Shrinkflation

April 8, 2025

Today’s Chart of the Day is from theHUSTLE with data from the US Census Bureau showing that the median square footage of houses in the US has...

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