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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Trust Matters: Advanced Estate Planning

Wednesday, December 11, 2019 — 1:00 PM – 4:00 PM

Join us for an informative 3-hour seminar on advanced trustee strategies.

Carolyn D. Bare and guest attorneys will present an in-depth look at current market conditions and trends, a variety of advanced estate planning strategies to protect your heirs and provide tax efficient structuring of your estate.

What to Bring:
Your Trust, your trustee, your calendar and your questions.

Location
AVOW HOSPICE
1095b Whippoorwill Ln.
Naples, FL 34105

Register 12.11.19 Trust Matters: Advanced Estate Planning

Presented by Carolyn D. Bare, MBA, and Attorney Robert Eardley.

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