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Crews Bank & Trust Seminar
About this event
Crews Bank & Trust Seminar: Top Estate Planning Tips from a Trust Officer’s Perspective~ Monday, Feb. 10.
10 a.m. to 11 a.m. Free to public. Sharing decades of experience in the estate planning and administrative world to help you apply best practice to your plans. Glean help with selecting administrators, controlling expenses, beneficiary assignments, account titling, and transferring wealth to make your plans better. This class may include promotional materials. Contact PGICA for registration: 2001 Shreve Street, Punta Gorda. 941-637-1655. All PGICA classes are open to the public, walk-ins welcome.
Category
PGICA - Education Class
Registration Info
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