Joining is quick and easy! There are lots of ways to qualify for membership and you can open a new account during the enrollment process. Select the option below, follow the prompts, and you’ll be on your way to remarkable value and savings as a member of Suncoast!
Suncoast Credit Union is proud to offer financial workshops and webinars on a variety of topics. Our online or in-person workshops can help 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. Space may be limited, so register to secure your spot.
Comprender el Crédito (Understanding Credit - Presented in Spanish)
Sunday, September 24, 2023 - 1:30 p.m. - 2:30 p.m.
Una tarjeta de crédito puede ser una valiosa herramienta financiera. Sin embargo, antes de acumular grandes cargos en varias tarjetas, los participantes deben aprender formas inteligentes de manejar sus tarjetas de crédito y adoptar un enfoque disciplinado.
Wednesday, September 27, 2023 - 6:00 p.m. - 7:00 p.m.
Talking about myths and realities can be a helpful way to see where you have a good understanding of your future financial wellness — and where you need some help. In this complimentary seminar you’ll learn about common (and not so common) myths related to retirement planning and what you can do to separate the fact from fiction and plan your retirement with confidence.
This seminar will be hosted by Financial Consultant, Scott Callison.
Where:
Suncoast Credit Union, South Tampa Branch
2502 S Manhattan Ave
Tampa , FL 33629
Retirement Myths and Realities
In this complimentary seminar you’ll learn about common (and not so common) myths related to retirement planning and what you can do to separate the fact from fiction and plan your retirement with confidence.
Entering DROP Retirement
Wednesday, October 11, 2023 - 6:00 p.m. - 7:00 p.m.
If you are a member of the education community, you’ve heard about FRS and D.R.O.P. but do you really know how to make the most of this option? Participating in D.R.O.P. allows you to effectively retire and accumulate your retirement benefits while delaying your termination. Understand the eligibility requirements and what other options are available to get you to a sustainable retirement.
In this complimentary seminar you’ll learn about:
Identifying the income you’ll need for retirement
Options for replacing income in retirement
Understanding D.R.O.P. and how to qualify
…and more!
This seminar will be hosted by Financial Consultant, Russell Toms.
Where:
Suncoast Credit Union, East Bradenton Branch
8700 E State Rd 70
Bradenton , FL 34202
Entering DROP Retirement
If you are a member of the education community, you’ve heard about FRS and D.R.O.P. but do you really know how to make the most of this option?
Keys to 403(b) and 457
Wednesday, October 18, 2023 - 6:00 p.m. - 7:00 p.m.
Learn about how to make the most out of your contributions in Florida Retirement System (FRS), along with the benefits of starting a payroll deducted retirement account, designed especially for school district employees.
In this complimentary seminar you’ll learn about:
Making the most of your different sources of income for your retirement
Planning factors to consider for retirement
Understanding the difference between 403b and 457 saving plans
Tools to help you reach your retirement goals regardless of where you’re at in your work life
This seminar will be hosted by Financial Consultant, Scott Callison.
Where:
Suncoast Credit Union, Countryside Branch
26232 US Hwy 19 N
Clearwater , FL 33761
Keys to 403(b) and 457
Learn about how to make the most out of your contributions in Florida Retirement System (FRS), along with the benefits of starting a payroll deducted retirement account, designed especially for school district employees.
Mistakes Advanced Investors Avoid
Wednesday, October 25, 2023 - 12:00 p.m. - 1:00 p.m.
In this one hour webinar presentation, Suncoast and an attorney guest speaker aim to bring you helpful insights into optimizing the wealth that you have built for tax efficiency, ease of wealth transfer, and income protection.
You will also receive a complimentary consultation with an attorney for a complete estate plan review.
Mistakes Advanced Investors Avoid
Have you optimized your estate plan and asset mix for Florida regulations and tax-efficient investing?
Keys to 403(b) and 457
Wednesday, October 25, 2023 - 6:00 p.m. - 7:00 p.m.
Learn about how to make the most out of your contributions in Florida Retirement System (FRS), along with the benefits of starting a payroll deducted retirement account, designed especially for school district employees.
In this complimentary seminar you’ll learn about:
Making the most of your different sources of income for your retirement
Planning factors to consider for retirement
Understanding the difference between 403b and 457 saving plans
Tools to help you reach your retirement goals regardless of where you’re at in your work life
This seminar will be hosted by Financial Consultant, Scott Callison.
Where:
Suncoast Credit Union, South Tampa Branch
2502 S Manhattan Ave
Tampa , FL 33629
Keys to 403(b) and 457
Learn about how to make the most out of your contributions in Florida Retirement System (FRS), along with the benefits of starting a payroll deducted retirement account, designed especially for school district employees.
Exiting DROP Retirement
Wednesday, October 25, 2023 - 6:00 p.m. - 7:00 p.m.
If you are a member of the education community, you’ve heard about FRS and D.R.O.P. but do you really know how to make the most of this option? Participating in D.R.O.P. allows you to effectively retire and accumulate your retirement benefits while delaying your termination. Understand your options when exiting D.R.O.P. and discuss the pros and cons of each.
In this complimentary seminar you’ll learn about:
Identifying the income you’ll need for retirement
Options for replacing income in retirement
Understanding D.R.O.P. and how to qualify
This seminar will be hosted by Financial Consultant, Nick Manukas.
Where:
Suncoast Credit Union, Bradenton Main Branch
6001 26th Street West
Bradenton , FL 34207
Exiting DROP Retirement
Understand your options when exiting D.R.O.P. and discuss the pros and cons of each.
Entering DROP Retirement
Wednesday, November 8, 2023 - 6:00 p.m. - 7:00 p.m.
If you are a member of the education community, you’ve heard about FRS and D.R.O.P. but do you really know how to make the most of this option? Participating in D.R.O.P. allows you to effectively retire and accumulate your retirement benefits while delaying your termination. Understand the eligibility requirements and what other options are available to get you to a sustainable retirement.
In this complimentary seminar you’ll learn about:
Identifying the income you’ll need for retirement
Options for replacing income in retirement
Understanding D.R.O.P. and how to qualify
…and more!
This seminar will be hosted by Financial Consultant, Scott Callison.
Where:
Suncoast Credit Union, Countryside Branch
26232 US Hwy 19 N
Clearwater , FL 33761
Entering DROP Retirement
If you are a member of the education community, you’ve heard about FRS and D.R.O.P. but do you really know how to make the most of this option?
Entering DROP Retirement
Wednesday, November 15, 2023 - 6:00 p.m. - 7:00 p.m.
If you are a member of the education community, you’ve heard about FRS and D.R.O.P. but do you really know how to make the most of this option? Participating in D.R.O.P. allows you to effectively retire and accumulate your retirement benefits while delaying your termination. Understand the eligibility requirements and what other options are available to get you to a sustainable retirement.
In this complimentary seminar you’ll learn about:
Identifying the income you’ll need for retirement
Options for replacing income in retirement
Understanding D.R.O.P. and how to qualify
…and more!
This seminar will be hosted by Financial Consultant, Scott Callison.
Where:
Suncoast Credit Union, South Tampa Branch
2502 S Manhattan Ave
Tampa , FL 33629
Entering DROP Retirement
If you are a member of the education community, you’ve heard about FRS and D.R.O.P. but do you really know how to make the most of this option?
Exiting DROP Retirement
Wednesday, November 15, 2023 - 6:00 p.m. - 7:00 p.m.
If you are a member of the education community, you’ve heard about FRS and D.R.O.P. but do you really know how to make the most of this option? Participating in D.R.O.P. allows you to effectively retire and accumulate your retirement benefits while delaying your termination. Understand your options when exiting D.R.O.P. and discuss the pros and cons of each.
In this complimentary seminar you’ll learn about:
Identifying the income you’ll need for retirement
Options for replacing income in retirement
Understanding D.R.O.P. and how to qualify
This seminar will be hosted by Financial Consultant, Nick Manukas.
Where:
Suncoast Credit Union, East Bradenton Branch
8700 E State Rd 70
Bradenton , FL 34202
Exiting DROP Retirement
Understand your options when exiting D.R.O.P. and discuss the pros and cons of each.
Florida Retirement System (FRS) DROP
Wednesday, November 15, 2023 - 6:00 p.m. - 7:00 p.m.
The professionals at Suncoast Investment Services are trained to help DROP participants choose the most appropriate options. We bring the advantages of local service and support.
This seminar will be hosted by Financial Consultant, Joshua Ferguson.
Where:
Suncoast Credit Union, West Hernando Branch
2140 Commercial Way (U.S. 19)
Spring Hill , FL 34606
Florida Retirement System (FRS) DROP
The professionals at Suncoast Investment Services are trained to help DROP participants choose the most appropriate options. We bring the advantages of local service and support.
Mistakes Advanced Investors Avoid
Wednesday, December 6, 2023 - 12:00 p.m. - 1:00 p.m.
In this one hour webinar presentation, Suncoast and an attorney guest speaker aim to bring you helpful insights into optimizing the wealth that you have built for tax efficiency, ease of wealth transfer, and income protection.
You will also receive a complimentary consultation with an attorney for a complete estate plan review.
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