Sponsored by the Suncoast Retirement Association, Suncoast Trust & Investment Services (STIS) and Suncoast Schools Federal Credit Union
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Trust & Investment Seminar Series ♦ Live Webcast Seminar Series
Members are invited to attend the following free seminars. All seminars are from 6:30pm to 8:00pm unless specified otherwise as "Special Time".
Space is limited. To reserve your seat or call (800) 999-5887 extension 87129.
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Identity Theft is the fastest growing crime in America. Reduce
your chances of becoming a victim of identity theft by attending this free seminar. |
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Thursday, September 23, 2010
New Tampa Service Center
17505 North Palms Village - Tampa, 33647
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Improve your life with financial education. At this seminar you will learn all about creating and following a budget.
(Right click on the link and select "Save Target As" to download a copy)
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Thursday, September 23, 2010
Fort Myers - Daniels Parkway Service Center
6810 Shoppes at Plantation Drive - Fort Myers, 33912
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A free, informational seminar for parents and students who want to learn more about how to prepare, pay & stay in college!
Learn about various forms of student financial aid, including scholarships, grants and federal and private student loans along with practical advice on the application process.
This workshop will focus on:
- Preparing for college - it's never too early or too late
- Choosing a college - which one is best for you
- Decoding the financial aid puzzle
- Scholarship and grants - where to look and where to find them
- Student loan choices - know your options
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Thursday, September 16, 2010 (2 locations)
Fletcher Service Center
950 West Fletcher Avenue - Tampa, 33612
Fort Myers Service Center
1533 Matthew Drive - Fort Myers, 33907
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Improve your life with financial education. At this seminar, you
will learn all about different types of credit, how to understand your credit
report and credit scores and how to improve your FICO score.
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Thursday, September 16, 2010
Crystal River Service Center
517 NE 5th Street - Crystal River, 34429
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All seminars are from 6:30pm to 8pm unless specified otherwise as "Special Time".
Space is limited. To reserve your seat for the Suncoast Trust & Investment Services Seminars or call (800) 999-5887 extension 87708.
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This seminar will concentrate on the strategies and planning necessary now to make your retirement a financial success later. Join us to discover:
How do I get the most from my pension and Social Security?
How should I invest to generate income during my retirement?
What sources of income should I draw upon and when?
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Tuesday, September 14, 2010
Brooksville Service Center
18915 Cortez Boulevard - Brooksville, 34601
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Nationally recognized money manager by Forbes.com in 2008 in terms of performance will discuss the current economy and how to position investments in this changing economy.
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Thursday, September 16, 2010
Administrative Center Training Room
6801 E. Hillsborough Ave. - Tampa, 33680
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Supplementing your pension by participating in a 403(b) plan can help spell the difference between a lackluster retirement and one that allows for more Adventure! As a public school employee you have a unique opportunity to invest for retirement through a 403(b) tax-sheltered account (TSA).
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Tuesday, September 21, 2010
Naples Service Center
2728 Horseshoe Drive North - Naples, 34104
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Imagine a retirement income free of federal income taxes.
- Wondering about the opportunity and potential benefits of converting your retirement assets to a Roth IRA?
- Weigh the upside and downside and see why 2010 could be the year of opportunity for Roth IRA conversions.
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Wednesday, October 6, 2010
Fort Myers Service Center
1533 Matthew Drive - Fort Myers, 33907
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We'll discuss the important role Asset Allocation plays in your portfolio - even when your portfolio isn't diversified. We'll demonstrate how to select an allocation plan appropriate for your needs. Learn how staying on track to meet your financial goals in the face of economic and market forces can be accomplished.
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Thursday, October 14, 2010
Fletcher Service Center
950 West Fletcher Avenue - Tampa, 33612
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Understanding the ABCs of your DROP rollover is crucial to your successful retirement. Join us as we explain- how to complete the DROP rollover, how to avoid the 10% penalty from IRS, what your investment options are, and how to create income streams. |
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Wednesday, October 20, 2010
Brandon Service Center
1370 Oakfield Drive - Brandon, 33511
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All seminars are available online only. Space is limited. To reserve your place for the Webcast Seminar Series, click the event link to register online.
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This webinar will discuss developing a comprehensive investment strategy using ETFs and factors to consider to manage investment risks as you implement this strategy.
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Monday, September 13, 2010
Online, 4:00pm EST
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Living trusts are an excellent way to avoid the cost and hassle of probate - the court process following a person`s death - because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement.
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Thursday, September 16, 2010
Online, 4:00pm EST
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Register to learn:
What is a reverse mortgage?
How does a reverse mortgage differ from a home equity loan?
How much money can I receive?
Will my heirs lose any remaining equity in my home?
What are the costs to originate a reverse mortgage?
Suitability of a reverse mortgage, what are the factors?
What are risks and benefits of a reverse mortgage? |
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Thursday, September 23, 2010
Online, 3:00pm EST
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Learn the warning signs of financial exploitation and take steps to avoid becoming a victim.
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Monday, September 27, 2010
Online, 4:00pm EST
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The webinar will discuss the benefits of a Trusteed IRA along with four issues every IRA account should address: Estate Planning for your IRA, Stretching our Tax Deferral Period, Roth Conversion Option, and Prudent Investment Management.
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Thursday, September 30, 2010
Online, 1:00pm EST
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