Get Stock Market-Like Returns Consistently

1100 Tamiami Trail,Port Charlotte FL 33953

22 November, 2022

Description

Get Stock Market-Like Returns Consistently | Are You Prepared?Join Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for a series of estate-planning and investment seminars designed to address important issues to help you secure your family’s financial future. With 92%-95% of mutual funds failing their benchmark, how can you meet or beat the benchmark? Our fiduciary portfolio manager will show you how we outperform the benchmark. Bring your questions and list of holdings to get expert advice. Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.