The Tool Box- Investment & Retirement Planning with Charlotte State Bank & Trust

Wednesday, March 22, 2023 (7:30 AM - 8:30 AM) (EDT)

Description


Retirement and Investment Planning

Join Christine Hause, Vice President of Trust and Investment Management at Charlotte State Bank & Trust, to learn some simple tips on properly planning for your retirement and how to invest wisely. Saving and accumulating a retirement nest egg helps secure your future. Bring your wishes, wants and worries along with your questions. This helpful financial workshop is designed for you, your loved ones, and your future.

Membership Chair: Rich Lancette, AMS Floors

Member Relations Chair: Jason Rubin, J. Gregory Group

This is a monthly meeting of the Member Relations Team, where members new and longtimers can learn more about the benefits of membership. 

 It is a place we welcome new members, review benefits of being a member and focus on the needs of our members. You are invited to send any employee of your company.

If you are a member and having an issue, or looking to learn more about what the CDBIA can do for you, put this meetup on your calendar. 

Want to learn more about the CDBIA and considering joining? Come on by for breakfast. We welcome you!


Breakfast breads and coffee will be served. 


Charlotte DeSoto Building Industry Association | CDBIA
17984 TOLEDO BLADE BLVD
PORT CHARLOTTE, FL 33948-1021 United States
Event Contact
Alaina Dumas
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Wednesday, March 22, 2023 (7:30 AM - 8:30 AM) (EDT)
Registered Guests
8
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