Glean Tips from Fiduciary Trust Officers

2331 Tamiami Trail,Punta Gorda FL 33950

10 January, 2023

Description

Glean Tips from Fiduciary Trust Officers | 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. Stories shared from decades of experience working with clients from $500,000 to $300 million of net worth. Be able to integrate the lessons learned from family dynamics to bloodline trusts to proper gift and estate tax planning. 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.