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Do Not Leave It to Luck

About this event




DO NOT LEAVE IT TO LUCK
Classroom



After a successful career and some good financial decisions, the idea of hoping your estate plan will work is too risky. Best not have your heirs find out your plan was faulty, as that will be costly. Discover the pros and cons of beneficiary designations, joint ownership, naming family as administrators, probate risk assessment, and liability protection. Sponsored by Crews Bank & Trust. Free to the public. This class may contain promotional materials.


Date and Time

Friday, March 15, 2024, 10:00 AM until 11:00 AM Eastern Time (US & Canada) (UTC-05:00)

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