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,

Learn how you can achieve your financial goals for yourself and your loved ones. Check back for upcoming seminars, or schedule a one-on-one appointment to review your estate planning documents. 

Please contact us if you would like to schedule a trust officer to speak to 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.
©2022 Charlotte State Bank & Trust. All rights reserved.