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Financial Workshops

Invest in Knowledge!

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.

May Virtual Seminars

Wealth Transfer

We will talk about the basics of wealth transfer:

  • What is a wealth transfer plan?
  • Who should have one?
  • What can a wealth transfer plan help me accomplish?
  • How does a wealth transfer plan work?
  • What elements make up a wealth transfer plan?
  • And how do I get started?

 

Tuesday, May 17 from 12:00-1:00 PM - Register

Tuesday, May 17 from 5:00-6:00 PM - Register

Wednesday, May 18 from 11:00 AM-12:00 PM - Register

Wednesday, May 18 from 9:00-10:00 AM - Register

For more details, contact our Financial Wellness Department at 813.871.2690 or toll-free 1.888.871.2690 ext. 44601, or email [email protected]