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Free Financial Seminars Crews Bank & Trust Sarasota Office Contact Name: Dan Mearns Contact Email: dmearns@crewsbankcorp.com Contact Phone Number: 9412063302 Crews Bank & Trust is holding a pair of estate- and investment-planning seminars in November at its Sarasota office, 15 S. Palm Avenue. The 10 a.m.- 11:30 a.m. sessions will be conducted by Vice President and Trust Officer Dotti Girardi, CTFA, and Portfolio Manager Chris Eckstrom, MBA. Becoming a Floridian Thursday, Nov. 4 Are you considering being domiciled in Florida or have moved here from another state to benefit fully from homestead laws, no state income tax and favorable estate planning codes? Will your out-of-state documents work in Florida as you had hoped? Join us to examine the checklist you need to complete to become a Floridian, common problems with other states’ documents, and some helpful tips. Estate-Planning Basics Thursday, Nov. 18 This seminar will review the basic elements of an estate plan, including last will and testament, power of attorney and health care directives, focusing on the specifics and benefits of each and the pitfalls to avoid. The seminar will also include planning tools for non-married couples and couples who have remarried, plus ways to protect yourself, your loved ones and your assets. Girardi, who joined Crews Bank & Trust in November of 2019, has been serving Sarasota residents with retirement and estate planning for 28 years. She has a bachelor’s degree in Business Management and completed the Canon Trust School program. She obtained her Certified Trust and Financial Advisor (CTFA) certification from the American Bankers Association, demonstrating proficiency in fiduciary and trust activities, financial planning, taxation law and planning, investment management and ethics. Before joining the Crews Trust team in January of this year, Eckstrom served as Treasury Analyst for Sarasota County. He earned a Master of Business Administration (MBA) degree, with a concentration in finance and accounting, at St. Bonaventure University in New York. Eckstrom began his career in North Carolina, serving as a vice president and senior portfolio manager for a major financial institution, demonstrating an expertise in asset management and securities for institutional and high net worth clients. Register for the free seminars at the Sarasota branch office, online at www.crews.bank, by phone at 941-888-6085, or via email at RSVP@crews.bank.