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Attend a free seminar to learn the tools of a proper estate plan so you can choose the right path for you and your loved ones.

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Seminars

Learn from the experts.

We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.

Seminar

Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones. 

There are currently no upcoming seminars. Please check back later for new dates and topics.

Crews Bank & Trust Upcoming Educational Seminars

Seminars are held in North Port, Venice, Englewood, Port Charlotte, Punta Gorda, and Wauchula, as well as online. Registration is free and open to the public. To reserve your spot, please select a topic below to see dates and locations. Then, scroll down to the Register Now button. 

All seminar times 10 a.m. to 11:30 a.m. EST.

Basic Estate Planning - Select Tuesdays, 10 - 11:30 a.m.

Wills Vs. Trusts - Select Wednesdays, 10 - 11:30 a.m.

Building a Better Estate Plan - Select Thursdays, 10 - 11:30 a.m.

 

Celebrity Estate Planning Mistakes

Tuesday, Aug. 5, at the Punta Gorda Isles Civic Association

Join Christine Hause, Crews Bank & Trust Vice President and Senior Wealth Strategist, to explore the estate planning mistakes made by a variety of celebrities and apply what you learn to your personal plan. Estate plans reviewed include those of Gene Hackman, Anne Heche, Robin Williams, James Gandolfini, Ted Williams, Michael Jackson and others.

Christine will share her expertise from a Trust Officer’s perspective on important estate planning issues to help you prepare for the future and learn how you can achieve your financial goals for yourself and your loved ones.

This class is free and open to the public. To reserve your spot, please call the PGI Civic Association at 941-637-1655, or stop by their office at 2001 Shreve Street, Punta Gorda. 

 

Schedule a free appointment to review your estate planning documents.

Schedule a free, 30-minute one-on-one appointment to review your trust, will, power-of-attorney, and healthcare directives. We will help you answer these questions:
  • Are your will, trust, durable power of attorney, and health care documents up to date?
  • Does your living will and designation of healthcare surrogate accurately reflect your wishes?
  • Is your will or trust fully funded to avoid probate?
  • Will your estate plans from your home state function properly in Florida?
  • Are your assets properly titled and appropriate beneficiaries designated?

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