ETF Portfolio Advantage, Lower Cost & Tax Efficiency
August 22, 2017 2:00 PM - 3:00 PM EST
Learn how to develop a comprehensive investment strategy using Exchange Traded Funds and factors to consider to manage investment risks as you implement this strategy.
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
08.22.17
Webinar: ETF Portfolio Advantage
Learn how to develop a comprehensive investment strategy using Exchange Traded Funds.
7 Deadly Estate Planning Mistakes
Wednesday, August 23, 2017 6:30 PM
Learn about the 7 most common mistakes or misconceptions when planning your estate. We will discuss the issues surrounding, placing your IRA in trust, using Florida Homestead, inheritance for family members with poor money management skills, spousal asset protection trusts and incapacity planning.
Members attending will receive a complimentary consultation with an attorney.
Don’t delay! Space is limited. Reserve your seat today.
Location
Suncoast Credit Union
Horseshoe Service Center
2728 Horseshoe Drive North
Naples, FL 34104
Register
08.23.17
Horseshoe Service Center: 7 Deadly Estate Planning Mistakes
Presented by Carolyn D. Bare, MBA, and guest speaker Patrick Mize
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.
Estate Planning
Thursday, August 31, 2017 10:00 AM
In this workshop you'll learn what an estate plan is, what to do in second marriages, what happens if I die without an estate plan, and how do I protect my child’s inheritance? We’ll take a look at some general estate planning concepts and strategies. This overview will help you to determine what your estate planning needs are now and in the future.
Don’t delay! Space is limited. Reserve your seat today.
Location
Suncoast Credit Union
Administrative Center
6801 E. Hillsborough Avenue
Tampa, FL 33610
Register
08.31.17
Administrative Center: Estate Planning
Presented by Randy L. Owen, CTFA, and guest speaker Attorney Robert Kline, Quarles & Brady.
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®
