ACE - Personal Finance: Trusts 101 (one day classes are non-refundable) | ACE Adult & Community Enrichment

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Tuesday, November 11, 2025

3:00 PM - 5:00 PM

ACE Adult & Community Enrichment

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11/11/2025 03:00 PM 11/11/2025 05:00 PM America/Anguilla ACE - Personal Finance: Trusts 101 (one day classes are non-refundable) 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. ONE DAY CLASSES ARE NON-REFUNDABLE.Event LinksTickets: https://go.evvnt.com/3323990-0Website: https://go.evvnt.com/3323990-2 Details & Tickets: https://www.upcomingevents.com/sarasota/events/ace-adult-community-enrichment/ace-personal-finance-trusts-101-one-day-classes-are-non-refundable-550754?ref=uceaddevent ACE Adult & Community Enrichment, 4748 South Beneva Road, Sarasota, FL, 34233

Neighborhoods

Gulf Gate Estates (Sarasota)
Ridge Wood Heights (Sarasota)
South Gate Ridge (Sarasota)
Southgate (Sarasota)

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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. ONE DAY CLASSES ARE NON-REFUNDABLE.

Event Links

Tickets: https://go.evvnt.com/3323990-0

Website: https://go.evvnt.com/3323990-2

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