Wills vs. Trusts Seminar

Wills vs. Trusts 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 Tuesday, May 21 · 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. This seminar will be presented with Attorney Lori Wellbaum of Wellbaum Law, P.A.

Learn the difference between a last will and testament and a revocable living trust, how each works, and how best to title assets and assign proper beneficiaries. Bring your questions and concerns related to your estate.

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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