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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 Fundamentals - Select Tuesdays, 10 - 11:30 a.m.

Building a Better Estate and Financial Plan - Select Wednesdays, 10 - 11:30 a.m.

Avoiding Estate and Investment Pitfalls - Select Thursdays, 10 - 11:30 a.m.

 We are also available to present to your club or organization. For more information, please call 941-624-1988.

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: The Stock Market and Tech Innovations

Chart of the Day: The Stock Market and Tech Innovations

June 4, 2026

Today's Chart of the Day from Kitces.com, "10 Charts To Address Concerns On 2026 Geopolitical Conflict," presents an interesting timeline of market...

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Bar graph showing the largest companies globally and where two highly anticipated IPO candidates for 2026 are expected to place amongst the established giants.
Chart of the Day

Chart of the Day: IPO Class of 2026

June 2, 2026

Today’s Chart of the Day from arvy's "The IPO Class of 2026" offers a snapshot of two highly anticipated IPO candidates for 2026, comparing their...

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Map of the US highlighting in green states where Tenancy by Entirely is available, as of 2024.
Chart of the Day

Chart of the Day: Tenancy by Entirety

May 28, 2026

Today’s Chart of the Day from World Population Review highlights which U.S. states recognize Tenancy by the Entirety (TBE) as a form of asset titling.

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