Seminars

We offer seminars for Estate Planning and Asset Management.

We’re proud to conduct free educational seminars designed to give you an experienced Trust Officer’s perspective on many important issues. Our staff is available to discuss a range of topics on how advance planning can help you prepare for the future, including:

  • Planning with a Will or Trust
  • Planning for Market Fluctuations: Top 10 Things Every Investor Should Know
  • Planning Who Best Should Control Your Finances
  • Celebrity Estate Planning Mistakes
  • Plus, many other educational topics!

Please contact us to schedule a seminar for your group or organization. 

Schedule your appointment today to review your will, trust, or other estate planning documents

Make an individual appointment, or ask us about scheduling a presentation for your organization’s meeting.

Get In Touch

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
©2021 Charlotte State Bank & Trust. All rights reserved.