Seminars
Learn from the experts.
We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.

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.
Crews Bank & Trust Upcoming Educational Seminars
Take the first step toward securing your legacy and ensuring peace of mind for you and your loved ones. Trusted, local experts from our Trust and Wealth Management Services Division will share valuable insights on estate planning essentials. Learn the difference between wills and trusts as well as the advantages and disadvantages of each. Explore the fundamental tools of a proper estate plan and get tips for passing wealth to the next generation and/or charities - all from the perspective of seasoned trust officers.
Seminars at our branches will resume in the fall. Please check back later for a schedule.
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?
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On Our Minds

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