"Survivorship Checklist" Seminar

2331 Tamiami Trail,Punta Gorda FL 33950

29 March, 2023

Description

Survivorship Checklist | 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. Learn how fiduciary officers and investment managers create successful plans for the loved one left behind. Top 10 items will be presented with helpful analysis to assist you from an estate plan and financial perspective. Some early planning ideas will be detailed, so couples can benefit too. Best practices for trust provisions, beneficiary designations, and proper titling will be discussed. 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.