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Punta Gorda Isles Civic Association, Inc.
2001 Shreve Street, Punta Gorda, FL 33950
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Classroom: Wealth Transfers: Heirs, Charity or Both?

Wealth Transfers: Heirs, Charity or Both?

Your estate will pass to the ones you love or the missions you believe in. With poor planning, estate taxes can decrease these gifts. Discover some creative ways to properly transfer wealth to your heirs and benefit your favorite charities. Sponsored by Charlotte State Bank and Trust.  This class may include promotional materials. Free to the public.

Friday, January 21, 2022, 10:00 AM until 11:00 AM
Punta Gorda Isles Civic Association
2001 Shreve St
Punta Gorda, FL  33950

941 637-1655
Additional Info:
Christine Hause(s):
Christine Hause
PGICA - Education Class
Registration is required
Payment In Full In Advance Only
No Fee