Develop a Strong Financial Plan

1100 Tamiami Trail,Port Charlotte FL 33953

30 November, 2022

Description

Develop a Strong Financial Plan | 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. Stocks and bonds properly managed can be a reliable nest-egg. However, spending too much, having a spouse die, paying for in-home or long-term care can risk your plan. Discover what our free, sophisticated analysis can do to give you peace of mind and test your plans ahead of a crisis. 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.