Estate Planning Mistakes Seminar

Estate Planning Mistakes Seminar

Free estate-planning and investment seminar series designed to address important issues to help you secure your family's financial future.

By Crews Bank & Trust

Date and time

Starts on Wednesday, May 22 · 10am EDT

Location

Englewood Chamber of Commerce

601 South Indiana Blvd Englewood, FL 34223

About this event

  • 1 hour 30 minutes

Join Crews Bank & Trust's Kerry Hunter, Wealth Strategist, for estate-planning and investment seminars designed to address important issues to help you secure your family's financial future.

"Oops" is not a word someone wants associated with their estate plans. This seminar will discuss the basics of estate planning, including last will and testament and power of attorney, and offer examples of real-life mistakes we can learn from and apply to our personal plans.

Presented with Leslie Lohn, Attorney at Law.

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.

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