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Estate Planning - South Lakeland

  • Date:April  17, 2019
  • Time:7: 00 PM
  • Location:1275 Oakbridge Parkway, Lakeland FL

Join us for a FREE Estate Planning event April 17th. 

Have you created an Estate plan for your family?

This FREE seminar is for designed just for you and will be held in our South Lakeland Community Financial Center! In this seminar we will cover the basics for Estate Planning in just 1 hour. There will also be 1 on 1 opportunities following the seminar!

Our seminar will cover the items below:

  • Why you need an estate plan
  • Strategies for special health care directives
  • Wills, trusts and life insurance
  • Key tax basics

Receive a free workbook that contains key information, worksheets and questions to help you remember important points from the seminar.

                                                 Please RSVP today to reserve your seat!

Event RSVP Education & Resources

Event Details:

  • Where: South Lakeland l  1275 Oakbridge Parkway
  • When: April 17 I 7pm- 8pm 
  • Check out the GTE Event Calendar for more valuable activities!
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