10/29/2026
You're invited to join us next week for a complimentary estate-planning seminar, Friday, November 6 from 10-11:30 a.m. at the Punta Gorda Isles Civic Association. Christine Hause, Vice President and Senior Wealth Strategist, will present Building a Better Estate Plan, covering the top 10 estate planning tips from a trust officer’s perspective, including revocable trusts, probate avoidance, and best practices for IRAs. Attendees will also learn strategies for transferring wealth to future generations and the benefits of trusts.
Register online and view additional classes at https://hubs.ly/Q04BsFJ00.
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.