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
Suncoast Credit Union webinars Register 08.22.17 Webinar: ETF Portfolio Advantage

Learn how to develop a comprehensive investment strategy using Exchange Traded Funds.

Carolyn Bare Register 08.23.17 Horseshoe Service Center: 7 Deadly Estate Planning Mistakes

Presented by Carolyn D. Bare, MBA, and guest speaker Patrick Mize

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.

Randy Owen Register 08.31.17 Administrative Center: Estate Planning

Presented by Randy L. Owen, CTFA, and guest speaker Attorney Robert Kline, Quarles & Brady.

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®