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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. 

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?

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On Our Minds

Bar graph showing the S&P 500's performance by decade, dating back to the 1930's
Chart of the Day

Chart of the Day: S&P By Decade

July 30, 2026

Today's Chart of the Day from Charlie Bilello’s blog, "The Week in Charts," from June 24, 2026, examines the S&P 500's performance by decade, with...

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Stacked bar graph comparing Elon Musk's new worth of $1T to the combined market values of Dell, McDonald's, PepsiCo, Reliance and Uber.
Chart of the Day

Chart of the Day: Elon Musk is Bigger

July 28, 2026

Today’s Chart of the Day comes from indmoneyapp on Instagram and compares Elon Musk’s ~ $1 trillion net worth to the market values of five well known...

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Map of the US with each state highlighted based on its combined state and average sales tax rate, with gray representing no tax, and ranging from yellow (lowest) to dark purple (highest.)
Chart of the Day

Chart of the Day: How High Sales Tax by State?

July 23, 2026

Today’s Chart of the Day from the Tax Foundation’s "2026 Sales Tax Rates | Sales Taxes by State" highlights combined state and local sales tax rates...

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