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.
Trusteed IRA: Combining the Benefits of an IRA with Flexibility of a Trust
October 17, 2018 5:00 PM - 6:00 PM EDT
Learn the benefits of a Trusteed IRA along with four issues every IRA account should address: estate planning for your IRA, stretching our tax deferral period, roth conversion option and prudent investment management.
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 charter-holders 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
10.17.18
Webinar: Trusteed IRA
Learn the benefits of a Trusteed IRA along with four issues every IRA account should address.
Senior Protection, Avoiding Elder Financial Abuse
October 24, 2018 5:00 PM - 6:00 PM EDT
Learn the warning signs of financial exploitation and how to take steps to avoid becoming a victim.
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
10.24.18
Webinar: Senior Protection
Learn the warning signs of financial exploitation and how to take steps to avoid becoming a victim.
7 Deadly Estate Planning Mistakes
Wednesday, October 24, 2018 6:00 PM
You and a guest are invited to join us as we uncover the most common mistakes found in trusts, wills and estate plans at our one-hour complimentary seminar.
Members attending will receive a complimentary consultation with an attorney.
Don’t delay! Space is limited. Reserve your seat today.
Location
Register
10.24.18
Fort Myers: Seven Deadly Estate Planning Mistakes
Presented by Carolyn D. Bare, MBA, and guest speaker Jennifer J. Hammond
Revocable Living Trust, Avoiding Probate, Protecting Loved Ones & Investing Wisely
October 30, 2018 1:00 PM - 2:00 PM EDT
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
10.30.18
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).
7 Deadly Estate Planning Mistakes
Wednesday, November 7, 2018 6:00 PM
You and a guest are invited to join us as we uncover the most common mistakes found in trusts, wills and estate plans at our one-hour complimentary seminar.
Members attending will receive a complimentary consultation with an attorney.
Don’t delay! Space is limited. Reserve your seat today.
Location
Register
11.07.18
Fort Myers: Seven Deadly Estate Planning Mistakes
Presented by Carolyn D. Bare, MBA, and guest speaker James Mallonnee
7 Deadly Estate Planning Mistakes
Wednesday, November 14, 2018 6:00 PM
You and a guest are invited to join us as we uncover the most common mistakes found in trusts, wills and estate plans at our one-hour complimentary seminar.
Members attending will receive a complimentary consultation with an attorney.
Don’t delay! Space is limited. Reserve your seat today.
Location
Register
11.14.18
Treeline Fort Myers Service Center: Seven Deadly Estate Planning Mistakes
Presented by Carolyn D. Bare, MBA, and guest speaker attorney Beth Prather.
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