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Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar.

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Estate Planning Seminar

Value of Florida Residency

Explore the benefits of homestead laws, favorable tax, and estate planning codes. We’ll discuss common problems with out-of-state documents, outline the steps to become a Floridian, and share helpful tips. 

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

 

Wednesday, Feb 4

  • North Port branch, 4300 Aidan Lane, North Port
  • Gulf Cove branch, 12651 S McCall Road, Port Charlotte
  • Lake Placid branch, 102 E Interlake Blvd., Lake Placid                                    

 

Wednesday, Feb. 11

  • Murdock branch, 1100 Tamiami Trail, Port Charlotte
  • Online via WebEx

 

 

Wednesday, Feb. 18

  • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda 
  • Venice branch, 207 S Tamiami Trail, Venice 
  • Lakeland branch, 221 E Main St., Lakeland

Wednesday, March 4

  • North Port branch, 4300 Aidan Lane, North Port
  • Gulf Cove branch, 12651 S McCall Road, Port Charlotte
  • Sebring branch, 1385 US Highway 27 S, Sebring

Wednesday, March 11

  • Murdock branch, 1100 Tamiami Trail, Port Charlotte
  • Online via WebEx
  • Wauchula branch, 106 E Main Street, Wauchula

 

Wednesday, March 18

  • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda
  • Venice branch, 207 S Tamiami Trail, Venice

 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.

 
 
 

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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