Member Seminar Series

Even More
FREE Seminars

Bring on the experts!

Improve your financial IQ with our FREE Seminars.  We bring in the financial experts and refreshments, you bring your questions and concerns.  Complimentary seminars are held at different Achieva branch locations and at different times, so please see each event for all the details.

Please call 727.431.7362 or click on the event below to register.

Space is limited and seminars reach capacity.  Your registration reserves a seat at the seminar.  Please contact us should you need to cancel.  Failure to do so results in denying others attendance.  Thank you for your cooperation. 

Wills & Trusts - Dunedin

Saturday, October 17, 2015


Come and learn about Wills, Trusts and Advance Directives (Durable Power of Attorney, Designation of Health Care Surrogate, and Declaration of Living Will).

  • Do I need a last will and testament?  What happens if I die without a will?
  • Is a trust right for me?
  • What is probate administration?  If I have a will, is probate administration of my estate necessary?
  • Are there actions I can take now to avoid a probate administration later?
  • Why are advance directives such an important part of my estate plan?

Presented by Atty Erica K. Smith, Fisher & Sauls, P.A.

Dunedin branch