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Our new Fort Myers branch is open! Visit us at The Parks Shops at Andrea Lane, 14261 S Tamiami Trail Unit 5.

Get Started 863-222-7005

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. 

Currently, there are no seminars scheduled at our branches. Please check back later, or schedule a one-on-one appointment to review your estate planning documents.

We are also available to present to your club or organization. Call 941-624-1988 for more information. 

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

Chart of the Day: Women and Investing
Chart of the Day

Chart of the Day: Women and Investing

September 17, 2026

Today’s Chart of the Day from SoFi, Women and Investing: The 2026 Outlook, Strategies & Trend, breaks down the investment tendencies between men and...

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grandmother hugging a young girl who just gave her a bouquet of flowers while several young adults watch in the background.
Estate Planning

Is a Family Member the Best Trustee for Your Florida Trust?

September 16, 2026

Estate planning services can help Florida families do more than transfer assets. A thoughtful plan can reduce uncertainty, preserve relationships,...

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Bar graph comparing median job tenure by worker type and age; government workers have the longest tenure, reaching 15 years among ages 45 to 54.
Chart of the Day

Chart of the Day: Job Tenure

September 15, 2026

Today’s Chart of the Day, Retirement in America, from NIRS highlights how job tenure varies across age groups and employment sectors. Younger workers...

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