"Fund Your Will or Trust with Proper Titles and Beneficiaries" Seminar

4300 Aidan Lane,North Port FL 34287

31 January, 2023

Description

Fund Your Will or Trust with Proper Titles and Beneficiaries | 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. Proper planning ensures your wishes happen as you planned. An incorrect title or beneficiary on an asset can derail your gifts to heirs. Bring your questions about how best to handle accounts, insurances, real estate or other assets. 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.