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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?

Blog

On Our Minds

Chart of the Day: S&P Net Profit

Chart of the Day: S&P Net Profit

March 26, 2026

Today’s Chart of the Day, sourced from FactSet, highlights five years of quarterly data on the S&P 500’s net profit margin.

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Dual line graphs, showing the change in people aged 70+ and their corresponding net worth, from 1989 to 2025.
Chart of the Day

Chart of the Day: Wealthiest Population

March 24, 2026

Today's Chart of the Day comes from the Wall Street Journal article, "Over 65? Congratulations, You Own the Economy," and highlights population and...

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Time-series line chart tracking real average hourly earnings from the early 2000's to present.
Chart of the Day

Chart of the Day: Average Hourly Earnings

March 19, 2026

Today's Chart of the Day comes from @CharlieBilello and highlights real average hourly earnings in the US. “Real wages” (pay adjusted for inflation)...

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