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Tis the Gifting Season

Tis the Gifting Season

As the holiday season of giving is upon us, we update our list of recipients. It is not unlike our lifetime financial plan of current gift recipients and our estate plan which lists our final gifts. We will explore the options you have to lower your taxable estate, caring for loved ones during your life and after, and how best to get tangible personal items and assets to your loved ones. Sponsored by Crews Bank and Trust. Free to the public. This class may contain promotional materials.

Friday, December 15, 2023, 10:00 AM until 11:00 AM Eastern Time (US & Canada) (UTC-05:00)
Punta Gorda Isles Civic Association
2001 Shreve St
Punta Gorda, FL  33950

941 637-1655
Additional Info:
Event Contact(s):
Christine Hause
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