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!

Financial Health Workshop: April 23

Crews Bank & Trust Vice President and Trust Officer Dotti Girardi. CFTA, has organized a complimentary Financial Health Workshop to be held at the Greater Sarasota Chamber of Commerce, 1945 Fruitville Road, on Friday, April 23. The event will include three educational sessions presented by experts in their respective fields. Register to attend one, two, or all three sessions.

Seminars are free and open to the public, but reservations are required due to limited seating. Reservations may be made online or by contacting Dotti at 941-223-6096 or DGirardi@crews.bank.

Session One
12 Noon

Florida Residency and Estate-Planning Essentials

Review the basic elements of an estate plan and the multifaceted benefits of becoming a Florida resident. Rush will discuss last will and testament, power of attorney, and healthcare directives, citing the benefits of each and the pitfalls to avoid.

Presented by Fletcher Rush, an associate attorney with Williams Parker of Sarasota

Register Here
Session Two
1 pm

Retirement Planning Essentials

You’ve saved for retirement, now what? Is what you’ve saved enough to allow you to retire the way you’ve envisioned? Discover strategies for ensuring your nest egg can carry you through retirement and create a plan to meet your needs, wants and wishes.

Presented by Dotti Girardi, Certified Trust and Fiduciary Advisor (CTFA)

Register Here
Session Three
2 PM

Top 10 Things Every Investor Should Know

If you manage your own investments or pay an advisor, you will benefit from this seminar. Explore the investment tools you can employ to help lower your risk, reduce your expenses, and get market-like returns.

Presented by Crews Bank & Trust Portfolio Managers Chris Eckstrom and Samuel A. Kiburz

Register Here

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.