Trustco Banks Wealth Management team takes the stress out of planning for the future

Trustco Banks Wealth Management department is a financial fiduciary, so your best interest is always our priority. Offering a comprehensive range of Trust and Estate services as well as investment management, our dedicated team is here for you, ensuring your financial security.

Join us at one of our upcoming Wealth Management Seminars. These seminars will cover many topics to set you up for financial success and much more!

Upcoming Wealth Management Seminars

Non-deposit investment products.

Upcoming Wealth Management Seminars

September 23, 2025

“Value Approach” to Investing
A Wealth Management Seminar at the Fort Orange Club
8:45 am – 10:00 am
Virtual Seminar
Phone: 518-381-3644

June 24, 2025

Estate Planning and Trust Administration
6:00 pm – 7:30 pm
Venice Office
2057 South Tamiami Trail
Venice, FL 34293
Phone: 941-927-9389

July 1, 2025

National Financial Freedom Day
How to Take Control of Your Financial Future
10:00 am
Virtual Seminar
Phone: 518-381-3644

July 23, 2025

Understanding the First Steps to Setting up a Successful Financial Future
9:00 am – 10:00 am
Avalon Park Branch
3662 Avalon Park East Blvd,
Orlando, FL 32828
Phone: 941-927-9389

August 5, 2025

A Financial Review Day
9:30am – 3:00 pm
Nyack Branch
388 NY-59, Nyack NY 10960

September 24, 2025

Bridging Potential Gaps: Estate Planning & Trust Administration
11:00 am – 12:30 pm
Trustco Bank Davenport Branch
2300 Deer Creek Commons Lane, Ste 600 Davenport, FL 33837

September 30, 2025

Bridging Potential Gaps: Estate Planning & Trust Administration
12:30 pm – 2:00 pm
Trustco Bank Lake Nona Branch
9360 Narcoossee Rd, Orlando, FL 32827
September 30, 2025
A Trust Administration Workshop: Learn how to Make Trust Planning and Administration Work
12:00 am – 1:30 pm
Capital Region Chamber
5 Computer Dr. S., Albany, NY 12205

October 7, 2025

Bridging Potential Gaps: Estate Planning & Trust Administration
12:30 pm – 2:00 pm
Trustco Bank E Colonial Branch
12901 E Colonial Dr, Orlando, FL 32826

October 7, 2025

Get to Know: Trustco Bank Wealth Management
10:00 am – 11:00 am
Upper Union Street Branch
1620 Union Street Schenectady NY 12302

October 9, 2025

Securing Your Legacy: Wealth, Wisdom, and the Next Generation
3:00 pm – 4:00 pm
Trustco Bank Katonah Office
18 Woods Bridge Rd., Katonah NY 10536

November 18, 2025

Bridging potential Gaps: Estate Planning & Trust Administration
11:00 am – 12:30 pm
Trustco Bank Sun City Center Branch
4441 Sun City Center Blvd., Sun City Center, FL 33573

May 28, 2026

Securing Your Legacy
10:00 am – 11:30 am
Trustco Bank Delmar Branch
167 Delaware Ave, Delmar, NY 12054

June 3, 2026

Bridging potential Gaps: Estate Planning & Trust Administration
11:00 am – 12:30 pm
Trustco Bank Winter Garden Branch
16100 Marsh Rd., Winter Garden, FL 34787

June 4, 2026

Wealth Management 101: How can we help you?
12:30 pm – 2:00 pm
Online Seminar
Link will be provided after you RSVP

June 9, 2026

Learn How to Plan with Trusts and Administer One
5:00 pm – 7:00 pm
Trustco Bank Wealth Management Headquarters
6 Metro Park Rd., Albany, NY 12205

June 10, 2026

Bridging potential Gaps: Estate Planning & Trust Administration
11:00 am – 12:30 pm
Trustco Bank Beneva Branch
5950 Beneva Rd, Sarasota, FL 34238

June 11, 2026

Bridging potential Gaps: Estate Planning & Trust Administration
12:00 pm – 1:30 pm
Trustco Bank Lee Vista Branch
8288 Lee Vista Blvd, Orlando, FL 32829

June 23, 2026

Bridging potential Gaps: Estate Planning & Trust Administration
12:00 pm – 1:30 pm
Trustco Bank Avalon Park Branch
3662 Avalon Park Branch, Orlando, FL 32828

June 30, 2026

Join us for an Informational Seminar and Secure Your Legacy
10:30 am – 12:00 pm
Trustco Bank Mamaroneck Branch
180-190 E Boston Post Rd, Mamaroneck, NY 10543

June 30, 2026

Bridging potential Gaps: Estate Planning & Trust Administration
11:00 am – 12:30 pm
Trustco Bank Vero Beach Branch
4125 20th Street, Vero Beach, FL 32960