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Pass Your IRA Effectively to Your Heirs




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.

When:
Friday, February 10, 2023, 10:00 AM until 11:30 AM
Where:
Punta Gorda Isles Civic Association
PGICA
 2001 Shreve St
Punta Gorda, FL  33950

941 637-1655
Additional Info:
Event Contact(s):
Christine Hause
Instructor
Category:
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
info@pgica.org | 941-637-1655