Create a Last Will & Testament or Trust| Identify/Lower Investment Expense

1100 Tamiami Trail,Port Charlotte FL 33953

18 July, 2022

Description

How to Create a Last Will and Testament or Trust | Identify and Lower Investment ExpensesJoin 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. Discover the basics of each document, how these documents work together, and what elements go into creating the best estate plan for you and your heirs. Bring your written plans or wishes and wants to discuss during or after the seminar, or schedule a one-on-one appointment. Learn how to filter out or move out of expensive mutual funds, limited unit investment trusts, and private real estate trusts to find low-cost exchange traded funds and select the best non-commissioned, low-cost instruments to build or rebuild your portfolio. 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.