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.
Upcoming Seminars
Will and Trusts: Creation and Funding
Learn the difference between a last will and testament and a revocable living trust, how each works, and how best to title assets and assign proper beneficiaries. Bring your questions and concerns related to your estate.
Presented by Christine Hause and Kerry Hunter
Oct. 31 | 10 a.m. | Crews Bank & Trust North Port
Oct. 31 | 10 a.m. | Englewood Chamber of Commerce
Nov. 14 | 10 a.m. | Crews Bank & Trust Murdock
Nov. 14 | 10 a.m. | Crews Bank & Trust Venice
Selecting a Successor Trustee to Minimize Stress on Family
Deciding who is best to serve as administrator in a power of attorney, will, trust or health care directive is extremely important. Explore the skills, abilities, experience, and time these roles demand. Learn the best practices for transferring these decisions.
Presented by Christine Hause and Kerry Hunter
Nov. 1 | 10 a.m. | Crews Bank & Trust North Port
Nov. 1 | 10 a.m. | Crews Bank & Trust Venice
Nov. 15 | 10 a.m. | Crews Bank & Trust Murdock
Nov. 15 | 10 a.m. | Crews Bank & Trust Gulf Cove
Out-of-State Wills & Trusts and the Benefits of Florida Residency
Moving to a new state brings many questions, including: Will my estate plan documents work in Florida, despite not being created here? Should I make Florida my homestead or domiciliary? Join us to review the challenges with out-of-state documents and the benefits of becoming a Floridian.
Presented by Christine Hause and Kerry Hunter
Nov. 2 | 10 a.m. | Crews Bank & Trust North Port
Nov. 2 | 10 a.m. | Englewood Chamber of Commerce
Nov. 16 | 10 a.m. | Crews Bank & Trust Murdock
Nov. 16 | 10 a.m. | Crews Bank & Trust Venice
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
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