Revocable Living Trust, Avoiding Probate, Protecting Loved Ones & Investing Wisely
June 28, 2017 10:00 AM - 11:00 AM EST
Learn how a living trust can be an excellent way to protect your loved ones and to avoid the cost and hassle of probate (the court process following a person's death).
This webinar is part of our Knowledge to Plan Webinars, which are designed to provide you with a better understanding of issues that impact your financial well‐being and security. We believe enhanced knowledge and understanding leads to better financial decisions and helps you avoid costly mistakes. Presented by experienced professionals including attorneys and investment charterholders of the prestigious CFA designation, each webinar allows you to raise questions and request a personal follow‐up appointment or follow-up call from one of our experienced trust and investment officers.
Register
06.28.17
Webinar: Revocable Living Trust
Learn how a living trust can be an excellent way to protect your loved ones and to avoid the cost and hassle of probate (the court process following a person's death).
Social Security & Your Retirement
Thursday, August 24, 2017 6:30 PM
We invite you and a guest to join us for this complimentary workshop to review the value of Social Security and discuss the ‘rules of the road’ for receiving Social Security benefits.
Let’s discuss the future of Social Security and the challenge of setting up a retirement income stream. We'll help you consider possible routes to manage benefits and other retirement assets.
Don’t delay! Space is limited. Reserve your seat today.
Location
Suncoast Credit Union
Administrative Center
6804 E. Hillsborough Avenue
Tampa, FL 33610
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
Register
08.24.17
Administrative Center: Social Security and Your Retirement
Presented by Ryan Lanning, CRPC®, and guest speaker Joshua Taylor, Members Investments.
Understanding D.R.O.P. to Maximize Your Retirement
Tuesday, September 19, 2017 6:30 PM
Will your FRS be enough? Probably not. Should you use D.R.O.P.? Your lesson plan will be to learn about FRS, DROP, and how voluntary retirement plan options called 403(b) will help you supplement what you will receive through the Florida Retirement System and Social Security and enjoy a better retirement! You're never too young or old to start!
Location
Plant City Service Center
1905 South Alexander Street
Plant City, FL 33566-9625
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®
Understanding D.R.O.P. to Maximize Your Retirement
Tuesday, September 26, 2017 6:30 PM
Will your FRS be enough? Probably not. Should you use D.R.O.P.? Your lesson plan will be to learn about FRS, DROP, and how voluntary retirement plan options called 403(b) will help you supplement what you will receive through the Florida Retirement System and Social Security and enjoy a better retirement! You're never too young or old to start!
Location
Land OLakes Service Center
1837 Collier Parkway
Lutz, FL 33549
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®
