Stages of Success Workshops: Estate Planning 9-5-25

Members only class.  Join us on September 5, 2025 for the eighth and final workshop in our FREE Stages of Success Workshop Series.  There is no cost to attend, however we ask for your registration so that we may properly plan.

Topic:  Estate Planning
Presenters:  Christine Hause, VP, Senior Wealth Strategist, Crews Bank & Trust and Attorney Mark Martella, Martella Law PLLC


This class is ideal for any small business owner interested in creating or verifying and estate plan to protect their assets, heirs, and allow for a smooth administration.

Learn how to protect your legacy and ensure your hard-earned assets are transferred smoothly to your loved ones. This class provides practical guidance for individuals and couples to navigate end-of-life planning, address challenges for themselves and their parents, and gain peace of mind knowing their plans are in place.


Have your plans in place for when "Life Happens!"


 

Stages of Success Workshops: Estate P...
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Date and Time

Friday Sep 5, 2025
9:00 AM - 10:00 AM EDT

Location

Realtors of Punta Gorda, Port Charlotte, North Port & DeSoto Counties
3320 Loveland Blvd.
Port Charlotte, FL 33980

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