Wealth Management Seminar
Bridging Potential Gaps: Estate Planning & Trust Administration
Have you ever wondered “Who will take care of our estate when we pass on and how?” Certainly not a popular topic to ponder and one most of us postpone addressing. Come and hear how you can help your family avoid some critical decisions during a difficult time by planning ahead.
Join us for an educational seminar on two very important topics: Estate Planning and Trust Administration. You’ll get answers to critical questions that will help you make informed decisions pertaining to you and your loved ones.
Lunch will be provided
Join us for an educational seminar on two very important topics: Estate Planning and Trust Administration. You’ll get answers to critical questions that will help you make informed decisions pertaining to you and your loved ones.
Lunch will be provided
Refreshments will be provided.
Non-deposit investment products.

March 24th, 2026
12:30 pm – 2:00 pm
Trustco Bank Windermere Branch
2899 Maguire Rd, Windermere, FL 34786
Phone: 407-391-5799


