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Estate Planning Seminar

Building a Better Estate and Financial Plan

Benefit from decades of estate and financial planning experience to help you apply best practices to your own plans.

Hear options to consider when selecting the right administrators, choosing appropriate investments, controlling expenses, structuring beneficiary designations, titling accounts properly, and transferring wealth more effectively.

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

 

Wednesday, July 15

  • North Port branch, 4300 Aidan Lane, North Port

  • Venice branch, 207 S Tamiami Trail, Venice 

  • Wauchula branch, 106 E Main Street, Wauchula


Wednesday, July 22

  • Murdock branch, 1100 Tamiami Trail, Port Charlotte

  • Online via WebEx

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

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

 

Wednesday, July 29

  • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda 
  • Englewood Chamber, 601 S Indiana Ave, Englewood
  • Sebring branch, 1385 US Highway 27 S, Sebring 

 

 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.

 
 
 

Please complete our form to register.

 

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