Skip to content

We will be closed on Memorial Day, Monday, May 25, to remember and honor our fallen heroes.

Be financially ready for hurricane season. Access funds when you need them with a Home Equity Line of Credit (HELOC). Loans subject to credit approval. NMLS #406389 

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. 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

Horizontal bar graph showing forecasted cumulative global A.I. revenue from 2016-2025, by case use.
Chart of the Day

Chart of the Day: The Future of A.I.

May 21, 2026

Today’s Chart of the Day, "The Future Of A.I." from Statista, breaks down where artificial intelligence revenue is really coming from.

Read More
Map of the United States with each state colored in shades of green (dark green is highest to light green being lowest) for wealth moving into a state and shades of pink (dark being greatest loss to light pink being least amount) for wealth moving out of a state) based on post-Covid numbers.
Chart of the Day

Chart of the Day: Post-Pandemic Wealth Migration

May 19, 2026

Today’s Chart of the Day, sourced from the article "New Map Shows Extent of Post-Pandemic Wealth Migration", found on Realtor.com, gives a snapshot...

Read More
Bar graph spanning from 1980 to 2026, showing the number of stock market pullbacks the stock market experiences each year.
Chart of the Day

Chart of the Day: Stock Market Pullback

May 14, 2026

Today’s Chart of the Day, 10 Charts To Address Concerns On 2026 Geopolitical Conflict, comes from Kitces.com and reminds investors that market...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.