Get an experienced trust officer’s perspective on Estate Planning and Asset Management. Attend a free seminar. 

We offer seminars for Estate Planning and Asset Management.

We’re proud to conduct free educational seminars designed to give you an experienced Trust Officer’s perspective on many important issues. Our staff is available to discuss a range of topics on how advance planning can help you prepare for the future,

Learn how you can achieve your financial goals for yourself and your loved ones. Register for an upcoming seminar, or schedule a one-on-one appointment to review your estate planning documents

Please contact us if you would like to schedule a trust officer to speak to your group or organization. 

Upcoming Seminars

Answering Your Questions About Estate and Investment Planning

Crews Bank & Trust holds estate- and investment-planning seminars at our Sarasota office, 15 S. Palm Avenue. The 10 a.m.- 11:30 a.m. sessions are conducted by Vice President and Trust Officer Dotti Girardi, CTFA, and Portfolio Manager Chris Eckstrom, MBA. Register below or by phone at 941-888-6085.

10 am
Thursday, Feb. 3
Thursday, March 10

Investments 101 - Mutual Funds vs. ETFs

Explore how each investment tool works; its costs, performance measurements, and possible tax implications. Learn the pros and cons of each. Gain insight into target funds, sector funds, and specialty funds and the risks of each.

register here
10 AM
Thursday, Jan. 20
Thursday, Feb. 24
Thursday, March 17

Estate-Planning Basics

This seminar will review the basic elements of an estate plan, including last will and testament, power of attorney and health care directives, focusing on the specifics and benefits of each and the pitfalls to avoid. The seminar will also include planning tools for non-married couples and couples who have remarried, plus ways to protect yourself, your loved ones and your assets..

register here
10 am
Thursday, Jan. 27
Thursday, Feb. 17
Thursday, March 24

Ask the Experts: How to Look Under the Hood of Your Investments

Do you have the appropriate investments to secure your financial future? Come join us to “look under the hood.” Bring the name of one of your investments, and at the end of the presentation we’ll take a look to help you decide if it will help you enjoy the life you've worked hard to achieve.

register here
10 am
Thursday, Feb. 10
Thursday, March 3

Becoming a Floridian

Considering being domiciled in Florida or have moved here from another state to benefit fully from homestead law, no state income tax, and favorable estate planning codes? Will your out-of-state documents work in Florida as you had planned? Join us to explore your checklist to be a Floridian, common problems with other states’ documents, and some helpful tips.

register here

Schedule your appointment today to review your will, trust, or other estate planning documents

Make an individual appointment, or ask us about scheduling a presentation for your organization’s meeting.