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.
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.
Chart of the Day: First-Time Home Buyers Are Holding Off
December 2, 2025
Today’s Chart of the Day is from Axios Visuals with data from the National Association of Realtors.
Chart of the Day: Day or Night Trading
November 25, 2025
The topic of Today’s Chart of the Day is something that often crosses my mind in the morning when I look at how the market is going to open.
Chart of the Day: Investing vs. Gambling
November 20, 2025
Today’s Chart of the Day is from Michael Mauboussin and highlights the difference between investing vs. gambling.