Benefit from Florida Residency|Get Stock Market-Like Returns Consistently

2331 Tamiami Trail,Punta Gorda FL 33950

28 July, 2022

Description

How to Benefit from Florida Residency | Get Stock Market-Like Returns ConsistentlyJoin 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. Learn the value of becoming a Floridian and get a list of what is necessary. Learn about the tax benefits, all the values that homestead provides and how your out of state will, trust or power of attorney may interact with Florida rules. With over 92% of mutual funds failing their benchmark, how can you meet or beat the benchmark? Our fiduciary portfolio manager will show you how we outperform the benchmark. Bring your questions and list of holdings to get expert advice. 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.