Fund Your Will or Trust with Proper Titles | Maximize Bond Income

1100 Tamiami Trail,Port Charlotte FL 33953

20 July, 2022

Description

How to Fund Your Will or Trust with Proper Titles and Beneficiaries | Maximize Bond Income with Low RiskJoin 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. It takes detailed planning to be sure your wishes happen as you direct. An incorrect title or beneficiary on an asset can derail your plans. Bring your asset titles and beneficiaries to have reviewed after the seminar or at a special appointment time. Bonds can be riskier than stocks, so learning how best to build your bond reservoir with quality choices is imperative. Learn how to prudently select and value how much you should place in bonds to protect your income needs during bear markets. 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.