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Our new Fort Myers branch is open! Visit us at The Parks Shops at Andrea Lane, 14261 S Tamiami Trail Unit 5.

Get Started 863-222-7005

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. 

Currently, there are no seminars scheduled at our branches. Please check back later, or schedule a one-on-one appointment to review your estate planning documents.

We are also available to present to your club or organization. Call 941-624-1988 for more information. 

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

Bar chart showing the percentage of 8,600 U.S. respondents between the ages of 18-65 who use or own financial products.
Chart of the Day

Chart of the Day: Americans Trust Savings Account

September 10, 2026

Today’s Chart of the Day from Statista's, Americans Trust the Savings Account, shows that Americans overwhelmingly favor savings accounts, with 45%...

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Chart of the Day: Annual Fees
Chart of the Day

Chart of the Day: Annual Fees

September 8, 2026

Today's Chart of the Day, featured in The Wall Street Journal article Exclusive | Robinhood Revamps $695 Platinum Card After Customers Take Issue...

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Chart of the Day: Estate Plan Ownership
Chart of the Day

Chart of the Day: Estate Plan Ownership

September 3, 2026

Today’s Chart of the Day comes Trust & Will's 2026 Estate Planning Report: Key Findings and Trends and breaks down estate planning participation...

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