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
Jeanette Register 06.21.18 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).

Andrew Paul Register 07.11.18 Pine Ridge: DROP - Women and Investing

Presented by Drew Paul, Sr Financial Advisor and guest speaker Ray Barnabei

Carolyn Bare Register 07.17.18 North Port Service Center: Seven Deadly Estate Planning Mistakes

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

Carolyn Bare Register 08.08.18 North Naples Service Center: Seven Deadly Estate Planning Mistakes

Presented by Carolyn D. Bare, MBA, and guest speaker Robert Eardley

Carolyn Bare Register 08.22.18 Pine Ridge Service Center: Seven Deadly Estate Planning Mistakes

Presented by Carolyn D. Bare, MBA, and guest speaker Robert Eardley

ryan lanning Register 08.28.18 Administrative Center: Social Security and Your Retirement

Presented by Ryan Lanning, CRPC® and guest speaker Joshua Taylor, Members Investments

Carolyn Bare Register 09.05.18 Naples Horseshoe Service Center: Seven Deadly Estate Planning Mistakes

Presented by Carolyn D. Bare, MBA, and guest speaker David Rubin

ryan lanning Register 09.13.18 Administrative Center: Health Care Planning

Presented by Ryan Lanning, CRPC® and guest speaker Craig Moore, Nationwide Financial Services

Carolyn Bare Register 09.19.18 Cape Coral Service Center: Seven Deadly Estate Planning Mistakes

Presented by Carolyn D. Bare, MBA, and guest speaker Lowell Schoenfeld

ryan lanning Register 10.16.18 Plant City: Understanding D.R.O.P. to Maximize Your Retirement Presented by Ryan Lanning, CRPC® and Russ Toms, CRPC®
Carolyn Bare Register 10.24.18 Port Charlotte: Seven Deadly Estate Planning Mistakes

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

Carolyn Bare Register 11.07.18 North Port: Seven Deadly Estate Planning Mistakes

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