Saturday Seminars

Bring on the experts!

Improve your financial IQ with our Saturday Seminars. We bring in the financial experts, coffee and donuts, you bring your questions and concerns. Complimentary seminars are held from 9:00-10:30 AM upstairs in our Largo office on Ulmerton Road (unless otherwise specified).

Space is limited, please call (727) 431-7362 or click on the event below to register.

Small Business Taxes

Saturday, August 21, 2010

Presented by: Gary Weaver, Senior Tax Advisor, H & R Block

A variety of topics concerning small business taxes will be discussed.

Retirement Income Planning

Saturday, September 25, 2010

Presented by: Steve Nordbeck, Achieva Credit Union Financial Planning and Trust Services.

The seminar is for use for anyone near, at, or already in retirement. It highlights the new realities of retirement, and the risks that need to be considered.

Wills & Trusts

Wednesday, October 27, 2010

Presented by Attorney Nawal McDaniel, Fisher & Sauls, P.A.

This is a very popular seminar and fills fast, so please make your reservation early.

Please note that this seminar will be held at 1150 Virginia Street, Dunedin from 6:00 - 7:30 p.m.

You and Your IRA

Saturday, November 13, 2010

Presented by Kay Foster, Achieva Credit Union

This seminar will cover the Who, Where, Why, When, What, and How of Individual Retirement Arrangements.