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Learn how you can achieve your financial goals for yourself and your loved ones at a free seminar. Visit our seminars page to view dates, topics and locations.

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Estate Planning Basics

Learn or review the basics of last will and testament, durable power of attorney, revocable trust, irrevocable trust, and combination health care surrogate and living will. Learn best practices for beneficiary flow, asset titles, and fiduciary selection to minimize administrative expenses.

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Whether you're new to estate planning or looking to refresh your knowledge, our seminar will equip you with the knowledge and tools to safeguard your assets and secure your legacy for future generations.

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Dive into the essentials of key estate planning topics, including the basics of a last will and testament, the importance of a durable power of attorney, the differences between revocable and irrevocable trusts, and the critical combination of a health care surrogate and living will.

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Also discover best practices for managing beneficiary flow, optimizing asset titles, and selecting the right fiduciaries. Our seminar will guide you through strategies to minimize administrative expenses and streamline the estate management process, ensuring your assets are handled efficiently and according to your wishes.

Register For:

Tuesday, July 30 - 10:00 AM - 11:30 AM EST

  • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

Can't make this one?
Here are some other upcoming seminars:

All seminars take place at 10:00 AM -  11:30 AM EST

Tuesday, July 30

Tuesday, Aug. 6

Please complete our form to register.