Select a Successor for Your Trust & Agent in Your Power of Attorney Seminar

2331 Tamiami Trail,Punta Gorda FL 33950

11 April, 2023

Description

Select a Successor for Your Trust & Agent in Your Power of Attorney | 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. These roles are demanding of time, energy, intellect, ethics and come at a price. Learn what skill sets should be possessed and how to reduce the expense. Giving power over your IRA, bank & investment accounts, vehicles, and other assets can be helpful or hurtful. Learn safe options and best practices for power of attorney and trust 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.