Last Will and Testament
Durable Power of Attorney
Health Care Directives
Basic Estate Planning
Learn about the fundamental tools of a proper estate plan and the pitfalls to avoid, especially with account titles and beneficiary designations.
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.
Discover the impact of:
- Stocks
- Bonds
- Exchange-traded funds
- Mutual funds
- Real estate investment trusts
- Unit investment trusts
- Gold and silver
- Cryptocurrency
- Annuities
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 dates, times and locations:
All seminars take place 10:00 AM - 11:30 AM EST
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 Tamiani Trail, Port Charlotte
Presented by Christine Hause
Tuesday, Jan 7
- Online vie 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 Tamiani Trail, Port Charlotte
Presented by Christine Hause
Tuesday, Feb. 4
- Online vie 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
Please complete our form to register.
You will receive registration confirmation and event reminders via email. If you do not see these emails, please check your spam folder or other inboxes.