Seminars
Learn from the experts.
We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.
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.
Crews Bank & Trust Upcoming 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 and choose a date and location.
All seminar times 10 a.m. to 11:30 a.m. EST.
Basic Estate Planning - Select Dates, 10 - 11:30 a.m.
Last Will and Testament, Durable Power of Attorney, and Health Care Directives
Learn about the fundamental tools of a proper estate plan and the pitfalls to avoid, especially with account titles and beneficiary designations.
Select Dates, 10 - 11:30 a.m.
- Tuesday, Dec. 17
Wauchula branch, 106 E. Main St., Wauchula
Presented by Kerry Hunter - Tuesday, Dec. 17
North Port branch, 4300 Aidan Lane, North Port
Presented by Christine Hause - Tuesday, Jan. 7
Murdock branch, 1100 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Tuesday, Jan. 7
Online via WebEx
Presented by Christine Hause - Tuesday, Jan. 7
Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood
Presented by Kerry Hunter with Attorney Lori Wellbaum - Tuesday, Jan. 14
Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda
Presented by Christine Hause - Tuesday, Jan. 14
Venice branch, 207 S. Tamiami Trail, Venice
Presented by Kerry Hunter with Attorney Jay Fahs - Tuesday, Jan. 21
North Port branch, 4300 Aidan Lane, North Port
Presented by Christine Hause - Tuesday, Jan. 21
Wauchula branch, 106 E. Main St., Wauchula
Presented by Kerry Hunter - Tuesday, Feb. 4
Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood
Presented by Kerry Hunter with Attorney Lori Wellbaum - Tuesday, Feb. 4
Murdock branch, 1100 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Tuesday, Feb. 4
Online via WebEx
Presented by Christine Hause - Tuesday, Feb. 11
Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda
Presented by Christine Hause - Tuesday, Feb. 11
Venice branch, 207 S. Tamiami Trail, Venice
Presented by Kerry Hunter with Attorney Jay Fahs - Tuesday, Feb. 18
North Port branch, 4300 Aidan Lane, North Port
Presented by Christine Hause - Tuesday, Feb. 18
Wauchula branch, 106 E. Main St., Wauchula
Presented by Kerry Hunter
Building a Better Estate Plan - Select Dates, 10 - 11:30 a.m.
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, 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 - Wednesday, Jan. 8
Murdock branch, 1100 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Tuesday, Jan. 8
Online via WebEx
Presented by Christine Hause - Wednesday, Jan. 8
Gulf Cove branch, 12651 S. McCall Rd., Port Charlotte
Presented by Kerry Hunter - Wednesday, Jan. 15
Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Wednesday, Jan. 15
Venice branch, 207 S. Tamiami Trail, Venice
Presented by Kerry Hunter - Wednesday, Jan. 22
North Port branch, 4300 Aidan Lane, North Port
Presented by Christine Hause - Wednesday, Jan. 22
Wauchula branch, 106 E. Main St., Wauchula
Presented by Kerry Hunter - Wednesday, Feb. 5
Murdock branch, 1100 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Tuesday, Feb. 5
Online via WebEx
Presented by Christine Hause - Wednesday, Feb. 5
Gulf Cove branch, 12651 S. McCall Rd., Port Charlotte
Presented by Christine Hause - Wednesday, Feb. 12
Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Wednesday, Feb. 12
Venice branch, 207 S. Tamiami Trail, Venice
Presented by Kerry Hunter - Wednesday, Feb. 19
North Port branch, 4300 Aidan Lane, North Port
Presented by Christine Hause - Wednesday, Feb. 19
Wauchula branch, 106 E. Main St., Wauchula
Presented by Kerry Hunter
Florida Residency and Will & Trust Settlement - Select Dates, 10 - 11:30 a.m.
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, 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 - Thursday, Jan. 9
Murdock branch, 1100 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Thursday, Jan. 9
Online via WebEx
Presented by Christine Hause - Friday, Jan. 10
Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood
Presented by Kerry Hunter with Attorney Dean Hanewinckel - Thursday, Jan. 16
Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Thursday, Jan. 16
Venice branch, 207 S. Tamiami Trail, Venice
Presented by Kerry Hunter with Attorney Ian MacLean - Thursday, Jan. 23
North Port branch, 4300 Aidan Lane, North Port
Presented by Christine Hause - Thursday, Jan. 23
Wauchula branch, 106 E. Main St., Wauchula
Presented by Kerry Hunter - Thursday, Feb. 6
Murdock branch, 1100 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Thursday, Feb. 6
Online via WebEx
Presented by Christine Hause - Friday, Feb. 7
Englewood Chamber of Commerce, 601 S. Indiana Ave., Englewood
Presented by Kerry Hunter with Attorney Dean Hanewinckel - Thursday, Feb. 13
Punta Gorda branch, 2331 Tamiami Trail, Port Charlotte
Presented by Christine Hause - Thursday, Feb. 13
Venice branch, 207 S. Tamiami Trail, Venice
Presented by Kerry Hunter with Attorney Ian MacLean - Thursday, Feb. 20
North Port branch, 4300 Aidan Lane, North Port
Presented by Christine Hause - Thursday, Feb. 20
Wauchula branch, 106 E. Main St., Wauchula
Presented by Kerry Hunter
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.
Classes are held on select dates from 10-11 a.m. at the Punta Gorda Isles Civic Association.
Value of Florida Residency - Friday, Dec. 6
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.
Estate Planning Basics - Friday, Jan. 10
Discover the elements that make a solid plan to protect your heirs. A review of the last will and testament, pour –over will, durable power of attorney, healthcare directives and a revocable living trust. Pick up helpful tips to complete the New Year’s Resolution of getting your affairs in order! 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.
Top Estate Planning Tips from a Trust Officer’s Perspective - Monday, Feb. 10
Sharing decades of experience in the estate planning and administrative world to help you apply best practice to your plans. Glean help with selecting administrators, controlling expenses, beneficiary assignments, account titling, and transferring wealth to make your plans better. 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.
Estate Administration with Family Harmony - Friday, March 7
This may be your goal, but a few poor selections or decisions can derail this plan. We will discuss the roles and what is required to aid in how your wishes will be carried out. 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.
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?
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