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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 

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Estate Planning Seminar

Avoiding Estate and Investment Pitfalls

Prepare for the challenges families face during incapacity or the loss of a loved one. Identify and learn how to avoid 10 common estate and investment pitfalls, including poor investment selection, improper use of wills or trusts, and inefficient tax planning.

Join us for Investment Planning Essentials and take the first step towards mastering the art of investment planning. Our expert speakers will provide you with actionable advice, real-world examples, and interactive Q&A sessions to ensure you leave with a clear understanding of how to build and maintain a successful investment portfolio.

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Discover the impact of:

  • Stocks
  • Bonds
  • Exchange-traded funds
  • Mutual funds
  • Real estate investment trusts
  • Unit investment trusts
  • Gold and silver
  • Cryptocurrency
  • Annuities
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Learn how to craft a well-balanced investment portfolio by strategically allocating your assets across a diverse range of investment opportunities. Throughout our discussion, we'll explore the central theme of asset allocation and diversification, offering valuable insights into how to optimize your portfolio for long-term growth and stability.

You'll also learn to identify and manage the various fees, internal costs, commissions, taxes, cash drag, and other expenses that can significantly impact your overall investment performance.

Achieving your financial goals starts here!

Seminar date, time and location:

Seminar takes place 10:00 AM -  11:30 AM EST

Thursday, July 16

  • North Port branch, 4300 Aidan Lane, North Port 

  • Gulf Cove branch, 12651 S McCall Road, Port Charlotte  

  • Wauchula branch, 106 E Main Street, Wauchula

Thursday, July 23

  • Murdock branch, 1100 Tamiami Trail, Port Charlotte 

  • Online via WebEx 

  • Venice branch, 207 S Tamiami Trail, Venice

  • Lake Placid branch, 102 E Interlake Blvd., Lake Placid 

Thursday, July 30 

  • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda 

  • Englewood Chamber, 601 S. Indiana Ave., Englewood

  • Sebring branch, 1385 US Highway 27 S, Sebring

Please complete our form to register.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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