No matter where you are in life: buying your first car, needing information for your first mortgage, looking to save for your child’s college, or wondering just how much money you’ll need to retire, we're here for you.
Financial Workshops
Virtual - Estate Planning
In this webinar on Estate Planning, you will learn:
- Why you need an estate plan
- Strategies for special health care directives
- Wills, trusts, and life insurance
- Key tax basics
Tuesday, August 13th, 2024
4:00 PM - 5:00 PM
Presenter: Joseph Dellutri
Palm Harbor - Realtor networking event
Hudson - Realtor networking event
Virtual - Estate Planning
In this webinar on Estate Planning, you will learn:
- Why you need an estate plan
- Strategies for special health care directives
- Wills, trusts, and life insurance
- Key tax basics
Tuesday, August 27th, 2024
12:00 PM - 1:00 PM
Presenter: Joseph Dellutri
For more details, contact our Financial Wellness Department at 813.871.2690 or toll-free 1.888.871.2690 ext. 44601, or email FinancialWellness@gtefinancial.org