Identify and Lower Investment Expenses

4300 Aidan Lane,North Port FL 34287

02 November, 2022

Description

Identify and Lower Investment Expenses | 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. 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.