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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.

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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, July 15  

  • North Port branch
    4300 Aidan Lane, North Port
    Presented by Christine Hause

Tuesday, July 15  

  • Gulf Cove branch
    12651 S. McCall Rd., Port Charlotte
    Presented by  Kerry Hunter

Tuesday, July 22  

  • Murdock branch
    1100 Tamiami Trail, Port Charlotte
    Presented by Christine Hause

Tuesday, July 22  

  • Webinar Opportunity
    Presented by  Christine Hause

Tuesday, July 22  

  • Venice branch
    207 S Tamiami Trail, Venice
    Presented by  Kerry Hunter

Tuesday, July 29  

  • Punta Gorda branch
    2331 Tamiami Trail, Punta Gorda
    Presented by  Christine Hause

Tuesday, July 29  

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

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