Fifth Third Bank Presentation – Wills, Estates, and Trusts

Description

Join the Heritage Isle Living Well Collective for an informative and important presentation by Robert Allen from Fifth Third Bank on the essentials of wills, estates, and trusts. Learn valuable information about protecting your assets, planning for the future, and understanding the differences between key estate planning tools. Whether you are beginning the planning process or looking to update existing documents, this presentation will provide helpful guidance and insight in an easy-to-understand format.

 

📅 Monday, June 1
🕒 3:00 PM – 4:00 PM
📍 Sandpiper Room

All residents are welcome to attend.

Date & Time

Mon, Jun 1, 2026 3:00 PM

Venue Details

Sandpiper

6800 Legacy Blvd
Melbourne, Florida 32940

Heritage Isle