"Minimize Estate Plan Stress on Family" Seminar

4300 Aidan Lane,North Port FL 34287

07 February, 2023

Description

Minimize Estate Plan Stress on Family | 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. Losing a loved one is emotional and adding a long list of business activities to family is very difficult on them, especially when they are out of state. Discover all the challenges that family must face to settle an estate and how best to minimize them with best practices. 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.