Workshops & Webinars

Suncoast Trust & Investment Services1 offers a variety of online and in-person workshops for members. Each is designed to broaden your understanding of issues that impact your financial well-being and to equip you with tools to make better financial decisions.

Click on any workshop for more details. Be sure to register your seat as space is limited.

Want to know where Suncoast is in the community? Click here to see upcoming sponsored community events.

Looking for ways to save? We always have exciting promotions to help keep money in your pocket. View Promotions.

Order by: NameDate
Register 05.18.17 Riverview Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Doug Burt, CRPC®, CFS® and Madelon Johnson, CRPC®
ryan lanning Register 05.18.17 Hillsborough Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Ryan Lanning, CRPC® and Russell Toms, CRPC®
STIS Larry Gardner Register 05.18.17 Land O Lakes Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Larry Gardner, CRPC® and Nick Schaaf, CRPC®
Andrew Paul Register 05.18.17 North Naples Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Drew Paul and Ray Barnabei, AIF
Armando Register 05.23.17 South Tampa Service Center: Understanding D.R.O.P. to Maximize Your Retirement

Learn how voluntary retirement plan options will help you supplement your income.

Register 05.25.17 Brandon Service Center: Trusteed IRA Presented by Doug Burt, CRPC®, CFS® and Neil Archibald, General Council, CFO, Members Trust Company
Register 06.13.17 Brandon Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Doug Burt, CRPC®, CFS® and Madelon Johnson, CRPC®
Armando Rojas Register 06.13.17 Naples Horseshoe Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Drew Paul and Ray Barnabei, AIF
STIS Larry Gardner Register 06.13.17 New Tampa Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Larry Gardner, CRPC® and Nick Schaaf, CRPC®
Armando Rojas Register 06.15.17 Fletcher Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Armando Rojas, CRPC® and David LaPenna
ryan lanning Register 08.24.17 Administrative Center: Social Security and Your Retirement

Presented by Ryan Lanning, CRPC®, and guest speaker Joshua Taylor, Members Investments.

ryan lanning Register 09.19.17 Plant City Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Ryan Lanning, CRPC® and Russell Toms, CRPC®
STIS Larry Gardner Register 09.26.17 Land O Lakes Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Larry Gardner, CRPC® and Nick Schaaf, CRPC®