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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Complimentary workshop Register 06.25.19 Brandon Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Madelon Johnson and Russ Toms
Complimentary workshop Register 06.25.19 Fletcher Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by David LaPenna, Efrain Toro
Complimentary workshop Register 06.26.19 Riverdale Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Jamie Tischner and Kevin Snyder
7 Deadly Estate Planning Mistakes Register 06.26.19 Naples Horseshoe Service Center: Seven Deadly Estate Planning Mistakes

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

DROP Webinar Register 06.27.19 Complimentary Webinar: Deferred Retirement Option Plan (DROP)

Presented by Desteni Lawhorn

RSVP for the webinar by filling out the registration form or by calling 866.300.9382 ext. 86752. We will contact you with the webinar link after you RSVP.

DROP Webinar Register 07.17.19 Complimentary Webinar: Deferred Retirement Option Plan (DROP)

Presented by Desteni Lawhorn

RSVP for the webinar by filling out the registration form or by calling 866.300.9382 ext. 86752. We will contact you with the webinar link after you RSVP.

Complimentary workshop Register 07.18.19 Pine Ridge Service Center: Understanding D.R.O.P. to Maximize Your Retirement Presented by Ray Barnabei
Trust matters Register 07.24.19 Trust Matters: Advanced Estate Planning

Presented by Carolyn D. Bare, MBA, and guest speakers Attorney Lowell Schoenfeld and Jennifer Hamond.

7 Deadly Estate Planning Mistakes Register 07.31.19 Port Charlotte Service Center: Seven Deadly Estate Planning Mistakes

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

DROP Webinar Register 08.21.19 Complimentary Webinar: Deferred Retirement Option Plan (DROP)

Presented by Desteni Lawhorn

RSVP for the webinar by filling out the registration form or by calling 866.300.9382 ext. 86752. We will contact you with the webinar link after you RSVP.