No matter where you are in life: buying your first car, needing information for your first mortgage, looking to save for your child’s college, or wondering just how much money you’ll need to retire, we're here for you.
Financial Workshops
Establishing a legacy plan - Webinar
In this presentation, we will explore the steps necessary for establishing a Legacy. This encompasses, Planning for incapacity, organizing your affairs, considering your loved ones and the causes that matter to you, collaborating with financial professionals to document your wishes, initiating the creation of your family legacy, regularly monitoring and updating your plan.
Date: Tuesday, July 14th, 2026
Time: 12:00 PM EST
For more details, contact our Financial Wellness Department at 813.871.2690 or toll-free 1.888.871.2690 ext. 44601, or email FinancialWellness@gtefinancial.org