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Pass Your IRA Effectively to Your Heirs

About this event




Pass Your IRA Effectively to Your Heirs



Putting a beneficiary on your IRA may not be the best choice for a variety of family issues. Second marriages, loved ones with disabilities, or heirs with spending issues can bring challenges that can require special planning for IRA inheritances.Sponsored by Charlotte State Bank and Trust. This class may contain promotional materials.

Date and Time

Friday, February 10, 2023, 10:00 AM until 11:30 AM

Location

Punta Gorda Isles Civic Association
PGICA
2001 Shreve St
Punta Gorda, FL  33950
USA
941 637-1655

Event Contact(s)

Christine Hause
Instructor

Category

PGICA - Education Class

Registration Info

Registration has closed - Event is past
   Punta Gorda Isles Civic Association | 2001 Shreve St. Punta Gorda, Fl 33950
info@pgica.org | 941-637-1655