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.
Tips for Smooth Estate & Trust Administration Tuesday, Feb. 24, 10 - 11:30 a.m.
Gain insight into decisions about the proper selection of personal representative, agent, and successor trustee. Learn how best to minimize stress and conflict amongst your loved ones and get your estate plan goals accomplished.
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.
Chart of the Day: Components of GDP Growth
February 5, 2026
Today’s Chart of the Day comes from JP Morgan Asset Management and highlights the key components of GDP growth.
Chart of the Day: Value of Retirement Assets
February 3, 2026
Today's Chart of the Day, from Arbor Data Science using data from Investment Company Institute, shows the value of the assets that make up the...
Chart of the Day: AI = Improved Productivity + Efficiency
January 29, 2026
Today's Chart of the Day comes from a Gallup poll and shows the positive impact of AI in the workplace.