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Estate Planning Seminar

Estate Planning Essentials 

Learn the fundamentals of last will & testament, power of attorney, and health care directives and the pitfalls to avoid, with account titles and beneficiary designations. Probate avoidance, proper administration, and cost reduction will be covered.

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

Tuesday, November 17

  • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

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

  • Sebring branch, 1385 US Highway 27 S, Sebring 

Tuesday, December 1

  • North Port branch, 4300 Aidan Ln., North Port

  • Venice branch, 207 S Tamiami Trail, Venice

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

Tuesday, December 8

  • Murdock branch, 1100 Tamiami Trail, Port Charlotte 

  • Online via WebEx

  • Englewood Chamber, 601 S Indiana Ave, Englewood 

  • Wauchula branch, 106 E Main Street, Wauchula 

Tuesday, December 15

  • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda

  • Sarasota branch, 15 S Palm Ave., Sarasota 

  • Lakeland branch, 221 E Main St., Lakeland 

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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