Skip to content

Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar.

Production of the U.S. penny has officially ended. Learn what this means for you.

Get Started 863-222-7005

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. To reserve your spot, please select a topic below to see dates and locations. Then, scroll down to the Register Now button. You may also RSVP with any Teller or Personal Banker, or call a Trust Services Associate at 941-624-1988.

Estate Plan Essentials - Select Tuesdays, 10 - 11:30 a.m.

Value of Florida Residency - Select Wednesdays, 10 - 11:30 a.m.

Will vs. Trust - Select Thursdays, 10 - 11:30 a.m.

 

Estate Planning Classes at the Punta Gorda Isles Civic Association

Join Christine Hause, Crews Bank & Trust Vice President and Senior Wealth Strategist, who will share her expertise from a Trust Officer’s perspective on important estate planning issues to help you prepare for the future and learn how you can achieve your financial goals for yourself and your loved ones.

These classes, held at 2001 Shreve Street, Punta Gorda, are free and open to the public. To register, please click the link below, or call a Trust Services Associate at 941-624-1988.


Proper Funding of Wills and Trusts Tuesday, March 24, 10 - 11:30 a.m.
Discover the most successful ways to avoid probate, not disinherit someone by accident, and keep estate assets in your bloodline. A few simple lessons can offer you a solid plan. 

Register for a Seminar at PGICA

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

Father, dog and 2 daughters walking into the sunset on a dirt path.
Estate Planning

Why Young Adults Need an Estate Plan (Even If You Think You Don’t)

February 25, 2026

When most people hear the term estate planning, they picture retirees, their parents, or individuals with significant wealth. But the truth is that...

Read More
Multiple line-graph charts showing the increase from 2010 to 2025 in the use of Google searches for basic life skills such as how to hang up a picture or how to use a credit card.
Chart of the Day

Chart of the Day: Help with Adulting

February 24, 2026

Today's Chart of the Day from Chartr shows a steady rise in Google searches for basic “adulting” tasks—from doing laundry and using a mop to filing...

Read More
Bar chart highlighting the reduction in the risk of death after age 40 when adopting one or more healthy lifestyle changes.
Chart of the Day

Chart of the Day: Lifestyle Changes for Longevity

February 19, 2026

Today's Chart of the Day from Statista highlights how everyday habits can meaningfully influence longevity, especially after age 40.

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.