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Course Catalog > LECTURES > Sarasota Financial Forum Sponsored by Walsh & Associates

Trusts 101   

Everyone should have a will, but do you also need a trust? The more complex your assets or your beneficiary’s situation, the more likely it is that you do need one! This talk covers the advantages, disadvantages, and intricacies of different types of trusts, along with what to do and what not to do when setting them up. Walsh & Associates and LPL Financial do not provide legal and/or tax advice or services.

Trusts 101
Item: AFW1006 Joseph Walsh
Th   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Th 8/22/2024 - 8/22/2024       Fee: $33.00



Register early to avoid disappointment, as classes will fill up quickly!

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Adult & Community Enrichment Center at Suncoast Technical College | Grades: Adults | Website:
Danelle Gilberti, Program Manager | Phone: 941-361-6590 | Fax: 941-925-6662
Address: 4748 Beneva Road | Sarasota, Florida 34233 | Map it.

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