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.

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Revocable Living Trust, Avoiding Probate, Protecting Loved Ones & Investing Wisely

June 21, 2018 4:00 PM - 5:00 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.

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).

DROP - Women and Investing

Wednesday, July 11, 2018 6:30 PM

Because women have longer life expectancies than their male counterparts, investing for retirement may differ for women. For married couples these strategies should be coordinated and often are not.

Due to their longer life expectancies, women more often than not act as caregivers for their spouse. Who will take care of a female caregiver after her male counterpart has passed? What should be done to protect a female caregiver’s rights to superior healthcare?

We invite you and a guest to join us for an evening as Drew Paul and guest speaker Ray Barnabei present this special presentation on DROP investing for women.

Don’t delay! Space is limited. Reserve your seat today.

Location
Suncoast Credit Union
Pine Ridge Service Center
3655 Pine Ridge Rd.
Naples, FL 34109

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

7 Deadly Estate Planning Mistakes

Wednesday, July 18, 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
Suncoast Credit Union
North Port Service Center
4451 Aidan Lane Suite 100
North Port, FL 34287

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

7 Deadly Estate Planning Mistakes

Wednesday, August 8, 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
Suncoast Credit Union
North Naples Service Center
1035 Crosspointe Drive
Naples, FL 34110

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

7 Deadly Estate Planning Mistakes

Wednesday, August 22, 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
Suncoast Credit Union
Pine Ridge Service Center
3655 Pine Ridge Rd.
Naples, FL 34109

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

Social Security & Your Retirement

Tuesday, August 28, 2018 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
6801 East Hillsborough Avenue
Tampa, FL 33610

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

7 Deadly Estate Planning Mistakes

Wednesday, September 5, 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
Suncoast Credit Union
Naples Horseshoe Service Center
2728 Horseshoe Drive North
Naples, FL 34104

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

Health Care Planning

Thursday, September 13, 2018 6:30 PM

With so much changing and the costs ever increasing, navigating the world of health care and Medicare as we age becomes even more complex and important to prepare for.

We invite you and a guest to join us for an evening as Ryan Lanning, CRPC® and guest speaker Craig Moore present this special presentation on health care planning.

Don’t delay! Space is limited. Reserve your seat today.

Location
Suncoast Credit Union
Administrative Center
6801 East Hillsborough Avenue
Tampa, FL 33610

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

7 Deadly Estate Planning Mistakes

Wednesday, September 22, 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
Suncoast Credit Union
Cape Coral Service Center
1730 Cape Coral Parkway West
Cape Coral, FL 33914

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

Understanding D.R.O.P. to Maximize Your Retirement

Tuesday, October 16, 2018 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
Suncoast Credit Union
Plant City Service Center
1905 South Alexander Street
Plant City, FL 33566

Register 10.16.18 Plant City: Understanding D.R.O.P. to Maximize Your Retirement Presented by Ryan Lanning, CRPC® and Russ Toms, CRPC®

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
Suncoast Credit Union
Port Charlotte Service Center
19501 Cochran Boulevard
Port Charlotte, FL 33948

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

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
Suncoast Credit Union
North Port Service Center
4451 Aidan Lane Suite 100
North Port, FL 34287

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

Workshops & Webinars

DROP - Women and Investing

Social Security & Your Retirement

Health Care Planning

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