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Thinking about your family's future? Attend one of our upcoming Trust Seminars and learn how thoughtful planning can make a lasting difference. Register here.
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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.

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

Value of Florida Residency and In-State Estate Plans - Select Wednesdays, 10 - 11:30 a.m.

Building a Better Will or Trust Plan - Select Thursdays, 10 - 11:30 a.m.

 

Annual Gifting, Estate Planning, and Charitable Giving - Tuesday, Dec. 7, 3:30-5 p.m.

Join the AdventHealth Southwest Florida Foundation and Crews Bank & Trust for a complimentary seminar. We'll discuss the 2027 Annual Gift Tax Exclusion, annual giving to family members and charities, and more. 

  • AdventHealth Port Charlotte Conference Center, 2500 Harbor Blvd., Port Charlotte. Presented by Christine Hause, Vice President and Senior Wealth Strategist at Crews Bank & Trust; and John Wright, Executive Director of Advent Health Southwest Florida Foundation. Please RSVP for this event by emailing Julianna.Savone@AdventHealth.com.

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.

Advanced Estate Planning with Celebrity Examples Friday, December 4, 10 - 11:30 a.m.
Explores techniques and tools to protect spouses, children, and loved ones in remarriage situations. Pet planning will also be discussed.

Smooth Estate & Trust Administration Friday, January 8, 10 - 11:30 a.m.
Gain clarity on choosing the right personal representative, agent, and successor trustee. Learn how to best minimize stress and conflict for your loved ones while ensuring your estate-planning goals are achieved.

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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