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

Start Investing with as little as $10, right from Crews Bank & Trust Online or Mobile Banking. 
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. Fees may apply.

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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.

Plan Today. Protect Tomorrow.
Attend an Educational Seminar.

Take the first step toward securing your legacy and ensuring peace of mind for you and your loved ones. Join Christine Hause, Vice President and Senior Wealth Strategist; Kerry Hunter, Wealth Strategist; or Tim Birri, Trust Officer, for complimentary estate-planning seminars.

Seminars are 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. You may also RSVP with any Teller or Personal Banker, or call a Trust Services Associate at 941-624-1988.

Currently, there are no seminars scheduled at our branches. Please check back later.

 

Estate Planning Classes at the Punta Gorda Isles Civic Association

Join Christine Hause, Crews Bank & Trust Vice President and Senior Wealth Strategist, who 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.

These classes, held at 2001 Shreve Street, Punta Gorda, are free and open to the public. To register, please click the link below, or call a Trust Services Associate at 941-624-1988.


Proper Funding of Wills and Trusts Tuesday, March 24, 10 - 11:30 a.m.
Discover the most successful ways to avoid probate, not disinherit someone by accident, and keep estate assets in your bloodline. A few simple lessons can offer you a solid plan. 

Register for a Seminar at PGICA

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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