Learn from the experts.

Top 10 Tips from a Trust Officer’s Perspective

Topics include revocable trusts, irrevocable trusts, and best practices for IRAs. Discover various strategies for safely and efficiently passing wealth to the next generation and/or charities. Understand the advantages of a trust during your lifetime and for your heirs.

Select Dates, 10 - 11:30 a.m.

• Wednesday, Nov. 20
  Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda
  Presented by Christine Hause
• Wednesday, Nov. 20
  Venice branch, 207 S. Tamiami Trail, Venice
  Presented by Kerry Hunter
• Wednesday, Dec. 4
  Murdock branch, 1100 Tamiami Trail, Port Charlotte
  Presented by Christine Hause
• Wednesday, Dec. 4
  Online via WebEx
  Presented by Christine Hause
  Link to attend will be emailed upon registration
• Wednesday, Dec. 4
  Gulf Cove branch, 12651 S. McCall Rd., Port Charlotte
  Presented by Kerry Hunter
• Wednesday, Dec. 11
  Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda
  Presented by Christine Hause
• Wednesday, Dec. 11
  Wauchula branch, 106 E. Main St., Wauchula
  Presented by Kerry Hunter
• Wednesday, Dec. 18
  Venice branch, 207 S. Tamiami Trail, Venice
  Presented by Kerry Hunter
• Wednesday, Dec. 18
  North Port branch, 4300 Aidan Lane, North Port
  Presented by Christine Hause

Benefits of Becoming a Floridian and Estate Administration Tips

Explore the benefits of being a Floridian, including homestead advantages. Review the steps to settle a last will and/or trust for both Florida and out-of-state documents. Gain insights into the necessary skills, estimated timelines, and associated fees. Helpful tips will be presented to assist you and your loved ones.

Select Dates, 10 - 11:30 a.m.

• Thursday, Nov. 21
  Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte
  Presented by Christine Hause
• Thursday, Nov. 21
  Venice branch, 207 S. Tamiami Trail, Venice
  Presented by Kerry Hunter with Attorney Ian MacLean
• Monday, Dec. 2
  Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood
  Presented by Kerry Hunter with Attorney Dean Hanewinckel
• Thursday, Dec. 5
  Murdock branch, 1100 Tamiami Trail, Port Charlotte
  Presented by Christine Hause
• Thursday, Dec. 5
  Online via WebEx
  Presented by Christine Hause
  Link to attend will be emailed upon registration
  
• Thursday, Dec. 12
  Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte
  Presented by Christine Hause
• Thursday, Dec. 12
  Venice branch, 207 S. Tamiami Trail, Venice
  Presented by Kerry Hunter with Attorney Ian MacLean
• Thursday, Dec. 19
  Wauchula branch, 106 E. Main St., Wauchula
  Presented by Kerry Hunter
• Thursday, Dec. 19
  North Port branch, 4300 Aidan Lane, North Port
  Presented by Christine Hause

Learn the value of becoming a Floridian and review what is necessary. Learn about the tax benefits, all the values that homestead provides and how your out of state will, trust or power of attorney may interact with Florida rules. This class may include promotional materials. Contact PGICA for registration: 2001 Shreve Street, Punta Gorda. 941-637-1655. All PGICA classes are open to the public, walk-ins welcome.