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.

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7 Deadly Estate Planning Mistakes

Wednesday, February 27, 2019 — 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
Suncoast Credit Union
Punta Gorda Service Center
2310 Tamiami Trail, Unit 2129
Punta Gorda, FL 33950

Register 02.27.19 Punta Gorda Service Center: Seven Deadly Estate Planning Mistakes

Presented by Carolyn D. Bare, MBA, and guest speaker Attorney James Mallonee

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