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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.

Upcoming Crews Bank & Trust Educational Seminars

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.

Crews Bank & Trust seminars will resume in the summer. 

 

 

Upcoming PGICA Seminars

Christine A. Hause, Vice President and Senior Wealth Strategist, will share her expertise from a Trust Officer’s perspective on important issues during free classes to help you prepare for the future and learn how you can achieve your financial goals for yourself and your loved ones.

Crews Bank & Trust classes at the Punta Gorda Isles Civic Association will resume in the fall. Please check back later for dates. 

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

Bar graph showing the percentage of returns after eight of the worst major events and their subsequent markets since 1926.
Chart of the Day

Chart of the Day: Really Bad Timing May Not Be as Bad as You Think

April 29, 2025

Today’s Chart of the Day is from Mark Peterson with BlackRock. The chart, going back to 1926, shows the returns if you had been invested on the day...

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blue and green bar chart
Chart of the Day

Chart of the Day: 14% Downturns

April 24, 2025

Today’s Chart of the Day from OneDigital shows the return of the S&P 500 each calendar year since 1980 as well as the maximum drawdown during the...

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10 Estate Planning Errors That Cost Time, Money, and Your Sanity

10 Estate Planning Errors That Cost Time, Money, and Your Sanity

April 23, 2025

Estate planning often gets put on the back burner. Like the all-too-familiar ritual of tax filing procrastination, many of us recognize its...

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