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Punta Gorda Isles Civic Association
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Survivorship Check List

Survivorship Check List

Learn how fiduciary officers and investment managers create successful plans for the loved one left behind. Top 10 items will be presented with helpful analysis to help you from an estate plan and financial perspective. Some early planning ideas will be detailed, so couples can benefit too. Best practices for trust provisions, beneficiary designations, and proper titling will be discussed. Sponsored by Charlotte State Bank & Trust. This class may include promotional materials.

Friday, December 9, 2022, 10:00 AM until 11:30 AM
Punta Gorda Isles Civic Association
2001 Shreve St
Punta Gorda, FL  33950

941 637-1655
Additional Info:
PGICA - Education Class
Registration is required
Payment In Full In Advance Only
No Fee
   Punta Gorda Isles Civic Association | 2001 Shreve St. Punta Gorda, Fl 33950 | 941-637-1655