Select a Successor Trustee & Agent | Decide the Best Stock-to-Bond Ratio

2331 Tamiami Trail,Punta Gorda FL 33950

26 July, 2022

Description

How to Select a Successor Trustee and Agent | Decide the Best Stock-to-Bond Ratio for YouJoin Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for a complimentary estate-planning and investment seminar to learn "how to" to ensure and protect your financial legacy. The roles of successor trustee and agent are demanding of time, energy, intellect, ethics and comes at a price. Learn what skill sets should be possessed and how to reduce the expense. Giving power over your IRA, bank and investment accounts, vehicles, and other assets can be helpful or hurtful. Learn safe options and best practices. The amount of equities (stocks) versus fixed income (bonds) overwhelmingly determines the success of your portfolio. Discover the right balance for your income needs. Bring your current ratio and income requirements for our opinion of the right mix. 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.