Suncoast Trust & Investment Services Seminar Series : Suncoast Schools Federal Credit Union Retirement Accounts & Services

Suncoast Trust & Investment Services

Online Workshops

Date	Live Webcast Seminars	Register
TBA	Revocable Living Trust…Avoiding Probate and Protecting Loved Ones	TBA
TBA	Trusteed IRA...Combining the Flexibility of a Trust	TBA
TBA	Senior Protection...Avoiding Elder Abuse	TBA
TBA	Exchange Traded Funds (ETF) Advantage	TBA

Live Workshops

Space is limited. To reserve your seats, click HERE to register online or call (800) 999-5887 extension 87708 to register by phone.

Date	Workshop	Location	Time
May 29	Retirement Income Planning	Ft. Myers Service Center	6:30-7:30pm
Jun 06	DROP Rollover Planning	Brandon Service Center	6:30-7:30pm
Jun 19	Have you Created an Estate Plan?	Corporate Office - Tampa	10:00-11:30am
Jun 20	Retirement Planning for School Employees	South Tampa Service Center	6:30-7:30pm
Jun 20	Retirement Income Planning	Citrus Park Service Center	6:30-7:30pm
July 1	Transforming Social Security Into a Winning Retirement Strategy	Ft. Myers Service Center	6:30-7:30pm
Jul 17	Have you Created an Estate Plan?	Fletcher Service Center	6:30-7:30pm
July 17	Retirement Basics	Ft. Myers Service Center	6:30-7:30pm
July 18	Retirement Planning for School Employees	Corporate Office - Tampa	3:00-4:00pm
Aug 8	Retirement Income Planning	Crystal River Service Center	6:30-7:30pm
Aug 13	Retirement Planning for the 21st Century	Manatee Service Center	6:30-7:30pm
Aug 13	Retirement Planning for School Employees	Citrus Park Service Center	6:30-7:30pm
Aug 15	Retirement Planning for School Employees	Fletcher Service Center	6:30-7:30pm
Aug 20	DROP Rollover Planning	Brooksville Service Center	6:30-7:30pm
Aug 22	DROP Rollover Planning	Port Richey Service Center	6:30-7:30pm
Sep 10	Retirement Planning for the 21st Century	Brandon Service Center	6:30-7:30pm
Sep 10	Retirement Planning for School Employees	Land O' Lakes Service Center	6:30-7:30pm
Sep 17	Facts and Uses for Life Insurance	Port Richey Service Center	6:30-7:30pm
Sep 17	Retirement Planning for School Employees	West Tampa Service Center	6:30-7:30pm
Sep 18	Have you Created an Estate Plan for Your Family	South Tampa Service Center	6:30-7:30pm
Sep 18	Retirement Income Planning	Ft. Myers Service Center	6:30-7:30pm
Sep 24	Yield Scarcity and the Case for Dividends	Golden Gate Service Center	6:30-7:30pm
Sep 24	Retirement Income Planning	Fletcher Service Center	6:30-7:30pm
Sep 26	Retirement Planning for School Employees	South Tampa Service Center	6:30-7:30pm
Oct 8	DROP Rollover Planning	Fletcher Service Center	6:30-7:30pm
Oct 15	Retirement Planning for School Employees	Citrus Park Service Center	6:30-7:30pm
Oct 15	Retirement Considerations	Countryside Service Center	6:30-7:30pm
Oct 22	Steering Toward Retirement with IRAs	Town & Country Service Center	6:30-7:30pm
Nov 6	Retirement Basics	Charlotte Harbor Service Center	6:30-7:30pm
Nov 7	Retirement Income	Land O' Lakes Service Center	6:30-7:30pm
Nov 14	Planning for Long Term Care	Horseshoe Service Center	6:30-7:30pm
Nov 14	DROP Rollover Planning	Holiday Service Center	6:30-7:30pm

Suncoast Trust & Investment Services is a marketing name used by Suncoast Schools Federal Credit Union. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Trust services sold through MEMBERS Trust Company, Office of Comptroller of Currency. Not NCUA/NCUSIF/FDIC Insured, No Financial Institution Guarantee, May Lose Value. Not a Deposit of Any Financial Institution. CBSI is a registered broker/dealer in all fifty states of the United States of America.