To provide a robust learning experience, there are four key topics. At completion of the program, you will be able to build a lasting legacy for you and your family.
1st Quarter Sessions
February 2025
Wills & Estate Planning
Tuesday
February 11, 2025
1:00pm-2:00om
Creating Generational Wealth through Insurance
Tuesday
February 18, 2025
1:00pm-2:00pm
Special Needs Trusts and Elder Care Planning
Tuesday
February 25, 2025
1:00pm-2:00pm
2nd Quarter Sessions
May 2025
Wills & Estate Planning
Tuesday
May 13, 2025
1:00pm-2:00om
Special Needs Trusts & Elder Care
Tuesday
May 20, 2025
1:00pm-2:00pm
Creating Generation Wealth Through Insurance
Tuesday
May 27, 2025
1:00pm-2:00pm
3rd Quarter Sessions
September 2025
Wills & Estate Planning
Tuesday
September 16, 2025
1:00pm-2:00om
Creating Generational Wealth through Insurance
Tuesday
September 23, 2025
1:00pm-2:00pm
Special Needs Trusts and Elder Care Planning
Tuesday
September 30,2025
1:00pm-2:00pm
What to expect at the program.
Ponce Bank’s Protecting your legacy program is available throughout all the areas where Ponce Bank operates, including The Bronx, Brooklyn, Manhattan, Queens, and Hudson and Bergen Counties, New Jersey. Ponce Bank invites anyone who is interested in learning how to protect their legacy to register for this immersive experience at no cost to you.
What’s the commitment?
It takes a village, and we would like to thank the following organizations for being part of how a community works and for making this initiative a success:
BOC Network, BOC Women’s Business Center, Bronx Economic Development Corporation, Bronx Chamber of Commerce, The Office of The Bronx Borough President, The Office of Manhattan Borough President New York Women’s Chamber of Commerce, Brooklyn Chamber of Commerce, and New York City Hispanic Chamber of Commerce.
The Financial Mastery Series offered by Ponce Bank is intended to furnish general information and for educational purposes only. It does not, and is not intended, to constitute legal, tax, or real property advice. Information is subject to change with no prior notice. This information may differ according to applicable laws and regulations. Please contact appropriate counsel to obtain accurate information for your situation.