Attend a free seminar to learn the tools of a proper estate plan so you can choose the right path for you and your loved ones.
Need to upgrade your car or want to buy an RV? Our loans can help meet your needs. Loans subject to credit approval.
Seminars are held in North Port, Venice, Englewood, Port Charlotte, Punta Gorda, and Wauchula, as well as online. Registration is 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.
All seminar times 10 a.m. to 11:30 a.m. EST.
Last Will and Testament, Durable Power of Attorney, and Health Care Directives
Learn about the fundamental tools of a proper estate plan and the pitfalls to avoid, especially with account titles and beneficiary designations.
Select Dates, 10 - 11:30 a.m.
Determine Which Document Is Best for You
Discover the key differences between wills and trusts and learn the advantages and disadvantages of each option. Gain tips to avoid probate and the knowledge you need to choose the right path for you and your loved ones.
Select Dates, 10 - 11:30 a.m.
Top 10 Tips from a Trust Officer’s Perspective
Topics include revocable trusts, irrevocable trusts, and best practices for IRAs. Discover various strategies for safely and efficiently passing wealth to the next generation and/or charities. Understand the advantages of a trust during your lifetime and for your heirs.
Select Dates, 10 - 11:30 a.m.
Tuesday, Aug. 5, at the Punta Gorda Isles Civic Association
Join Christine Hause, Crews Bank & Trust Vice President and Senior Wealth Strategist, to explore the estate planning mistakes made by a variety of celebrities and apply what you learn to your personal plan. Estate plans reviewed include those of Gene Hackman, Anne Heche, Robin Williams, James Gandolfini, Ted Williams, Michael Jackson and others.
Christine 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.
This class is free and open to the public. To reserve your spot, please call the PGI Civic Association at 941-637-1655, or stop by their office at 2001 Shreve Street, Punta Gorda.
June 19, 2025
Today’s Chart of the Day is from Yahoo Finance showing when retirees exited the workforce.
June 17, 2025
Today’s Chart of the Day is from CNN and shows the percentage of US deaths by transportation type.
June 12, 2025
Today’s Chart of the Day is from Statista and shows America’s favorite clothing brands.
