"Plan for Digital Assets & Social Media Accounts" Seminar

4300 Aidan Lane,North Port FL 34287

02 February, 2023

Description

Plan for Digital Assets & Social Media Accounts | 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. Many have on-line asset accounts, photo collections, or businesses. Planning for these assets is as important as your IRA, homestead property and bank accounts. Learn tips on handling these, along with how to reduce the estate settlement costs to leave more money to your beneficiaries. 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.