Skip to content

Be financially ready for hurricane season. Access funds when you need them with a Home Equity Line of Credit (HELOC). Loans subject to credit approval. NMLS #406389 

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. 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 Planning Fundamentals - Select Tuesdays, 10 - 11:30 a.m.

Building a Better Estate and Financial Plan - Select Wednesdays, 10 - 11:30 a.m.

Avoiding Estate and Investment Pitfalls - Select Thursdays, 10 - 11:30 a.m.

 We are also available to present to your club or organization. For more information, please call 941-624-1988.

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 graph showing worldwide semiconductor revenue through 2025 and forecasted for 2026-27 to grow beyond the $1 trillion mark.
Chart of the Day

Chart of the Day: Global Semiconductor Demand

May 7, 2026

Today’s Chart of the Day is from the article "How the AI Boom Has Transformed the Chip Industry into a Market Monster" in the Wall Street Journal and...

Read More
Triple image of various hurricane prep home repairs being done - installing hurricane shutters, whole home generator and hurricane proof windows.
HELOC

The Hurricane Prep You Might Not be Thinking About: HELOC

May 6, 2026

Between 2020 and 2025, Floridians in Central and Southwest Florida were impacted by five major hurricanes. With hurricane season looming once again,...

Read More
Stacked bar chart showing various components, such as tickets sales and merch, that comprise the global major league baseball market, from 2019 and forecasted to 2030.
Chart of the Day

Chart of the Day: M.L.B. Market

May 5, 2026

With baseball season in full swing, today’s Chart of the Day from Future Data Stats displays "striking" growth across the global market projected...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.