Crews Bank & Trust Offers New Estate-Planning Seminars in July

Central and Southwest, Fla., June 17, 2026 - Christine Hause, Vice President and Senior Wealth Strategist; Tim Birri, Trust Officer; and Kerry Hunter, Wealth Strategist—trusted, local experts from the Trust and Wealth Management Services Division at Crews Bank & Trust—are offering a series of three new seminars in July. They will share their experience from a Trust Officer’s perspective to help you plan for the future with confidence. You will gain valuable insights to support your financial goals and provide for your loved ones.

The topics for the seminars, dates and locations are:

Estate Plan Fundamentals
Discover the key elements of a solid plan to protect you and your heirs. Review essential documents, including a last will and testament, pour-over will, durable power of attorney, health care directives, and a revocable living trust. Gain practical tips to help ensure your affairs are in good order.

Tuesday, July 14

• North Port branch, 4300 Aidan Lane - Presented by Christine Hause
• Gulf Cove branch, 12651 S McCall Road, Port Charlotte - Presented by Kerry Hunter with Attorney Lori Wellbaum
• Wauchula branch, 106 E Main Street, Wauchula - Presented by Tim Birri

Tuesday, July 21

• Murdock branch, 1100 Tamiami Trail, Port Charlotte - Presented by Christine Hause
• Online via WebEx - Presented by Christine Hause - Link to attend will be emailed upon registration
• Gulf Cove branch, 12651 S McCall Road, Port Charlotte - Presented by Kerry Hunter with Attorney Lori Wellbaum
• Lake Placid branch, 102 E Interlake Blvd., Lake Placid - Presented by Tim Birri

Tuesday, July 28

• Punta Gorda branch, 2331 Tamiami Trail - Presented by Christine Hause
• Venice branch, 207 S Tamiami Trail, Venice - Presented by Kerry Hunter with Attorney Jay Fahs
• Sebring branch, 1385 US Highway 27 S, Sebring - Presented by Tim Birri

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.

Wednesday, July 15

• North Port branch, 4300 Aidan Lane, North Port - Presented by Christine Hause
• Venice branch, 207 Tamiami Trail, Venice - Presented by Kerry Hunter
• Wauchula branch, 106 E Main Street, Wauchula - Presented by Tim Birri

Wednesday, July 22

• Murdock branch, 1100 Tamiami Trail, Port Charlotte - Presented by Christine Hause
• Online via WebEx - Presented by Christine Hause - Link to attend will be emailed upon registration
• Gulf Cove branch, 12651 S McCall Road, Port Charlotte - Presented by Kerry Hunter
• Lake Placid branch, 102 E Interlake Blvd., Lake Placid - Presented by Tim Birri

• Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda - Presented by Christine Hause
• Englewood Chamber, 601 S Indiana Ave, Englewood - Presented by Kerry Hunter
• Sebring branch, 1385 US Highway 27 S, Sebring - Presented by Tim Birri

Avoiding Estate and Investment Pitfalls

Prepare for the challenges families face during incapacity or the loss of a loved one. Identify and learn how to avoid 10 common estate and investment pitfalls, including poor investment selection, improper use of wills or trusts, and inefficient tax planning.

Thursday, July 16

• North Port branch, 4300 Aidan Lane - Presented by Christine Hause
• Gulf Cove branch, 12651 S McCall Road, Port Charlotte - Presented by Kerry Hunter
• Wauchula branch, 106 E Main Street, Wauchula - Presented by Tim Birri

Thursday, July 23

• Murdock branch, 1100 Tamiami Trail - Presented by Christine Hause
• Online via WebEx - Presented by Christine Hause - Link to attend will be emailed upon registration
• Venice branch, 207 S Tamiami Trail - Presented by Kerry Hunter
• Lake Placid branch, 102 E Interlake Blvd., Lake Placid - Presented by Tim Birri

Thursday, July 30

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

• Englewood Chamber, 601 S Indiana Ave, Englewood - Presented by Kerry Hunter

• Sebring branch, 1385 US Highway 27 S, Sebring - Presented by Tim Birri

Seminars run from 10 to 11:30 a.m. While seminars are free, registration is required to ensure a seat or a spot online for WebEx attendees. Registration is available at any Crews Bank & Trust branch, online at www.crews.bank, via email at trust@crews.bank or by calling a Trust Services Associate at 941-624-1988.

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