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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.

Upcoming Crews Bank & Trust 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.

Crews Bank & Trust seminars will resume in the summer. 

 

 

Upcoming PGICA Seminars

Christine A. Hause, Vice President and Senior Wealth Strategist, will share her expertise from a Trust Officer’s perspective on important issues during free classes to help you prepare for the future and learn how you can achieve your financial goals for yourself and your loved ones.

Crews Bank & Trust classes at the Punta Gorda Isles Civic Association will resume in the fall. Please check back later for dates. 

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?

Blog

On Our Minds

bar chart showing poorest in orange and richest in yellow
Chart of the Day

Chart of the Day: Worst Except for All Others

May 8, 2025

Today’s Chart of the Day from Visual Capitalist ranks the poorest 10% and richest 10% daily personal incomes in various countries.

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chart, spanning from 1990-2025, with lines showing the 30-year mortgage rate and 5-year treasury yield and comparing them to interest rates over that time.
Business

A Case for Not Waiting for Interest Rates to Drop

May 7, 2025

There has been much debate about whether the rising loan interest rates over the last five years (in some cases almost by 200%) are the primary...

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Bar graph showing average dollar amounts of inheritances received by various age groups.
Chart of the Day

Chart of the Day: Average Inheritance

May 6, 2025

Today’s Chart of the Day is the Average Inheritance by Age Group from a University of Pennsylvania survey of individuals who have received an...

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