Happy holidays! We’re so thankful to our clients who were able to attend our Holiday Party this year at Pelican Sound Golf & River Club! We are so blessed to have you all with us. Thank you again, we look forward to another amazing year! All written content on this site i
Thank you to all who attended our free, educational workshop, “What Everyone Should Know about Estate Planning for Families and Individuals.” The workshop was presented by Attorney George Mantzidis and financial and risk management expert, Frank Ragonese, PhD.
We’re so thankful to our clients who were able to attend our Holiday Party this year! Pelican Sound Golf & River Club provided wonderful service & Rick Valentine kept us well entertained with his music. The Karaoke Contest was so much fun! Thanks to those that participat
The best time to discuss life care planning with your senior family member is pre-crisis and that's exactly why we invited Jill Burzynski, an elder law attorney in Naples, Florida to come speak to our clients. Here is what we learned.
Thank you to all who attended our Women’s Financial Dinner presentation at Ruth’s Chris Steak House. (Scroll down to view more pictures from the event!) During this educational dinner, we discussed unique and balanced approaches to retirement, such as why it is important f
Thank you to all of those who joined us for our first monthly Wine Tasting event! A wonderful time was had by all. View photos from the event! February’s Wine: At this month’s wine tasting, we sampled three excellent Chilean wines from a winery called “Anakena”
Good times were had by all at the Pelican Wealth Advisors Client Appreciation Event and Holiday Party on December 6, 2012 at McCormick & Schmick’s in Naples, FL. The team at Pelican Wealth Advisors would like to thank the more than 80 guests who came out to celebrate the ho
FOR IMMEDIATE RELEASE More than 40 women recently had the opportunity to learn a few secrets about improving their finances and finding happiness in life at the “Joyful Health and Wealth” Luncheon held at Season’s 52 Fresh Grill in Naples last week. This “lad
Our Identity Theft Prevention Workshop on October 2nd was a great success, with close to 25 people in attendance! “Dr. Frank” of Pelican Wealth Advisors and Beth Schell, Crime Prevention Specialist of the Lee County Sheriff’s Office, helped attendees become aware and take
Thirty-five (35) people attended a financial seminar hosted by Pelican Wealth Advisors, LLC (PWA) at Ruth’s Chris Steak House on Wednesday, September 19, 2012. The guest speaker was the Founder of PWA, Dr. Frank Ragonese, commonly known as “Dr. Frank” to his clients
Retirement Alert Workshop When: 1:30 PM Where: Naples Daily News Community Room 1100 Immokalee Rd, Naples, FL 34110 If you are retired or nearing retirement – you will not want to miss this event! You and up to 3 guests are cordially invited to a complimentary “Retirement Alert Workshop” Please reserve your seats by calling Michele at: (888) 871-9797 or register online below Come listen, learn and get answers to these important questions: How to reduce or eliminate taxation on Social Security Facts on what is exempt from nursing home attachment How to protect your assets from catastrophic illness and nursing homes without purchasing expensive long term care insurance How to avoid the IRA/401k “Tax Time Bomb” that allows the IRS to wipe out up a big chunk of your retirement accounts How will Obama-Care – National Health Care Reform seriously impact the rest of your retirement years? How to obtain returns linked to the stock market without market risk Probate and how to avoid it Wall Street Crisis – is it possible we are heading toward another market crash? How to position your assets so you won’t be affected again Variable Annuity Owners, is your annuity charging you outrageous fees? Learn what your broker doesn’t want you to know Pension & social security rescue: Will your spouse have enough income if they outlive you? Beneficiaries – is your money transitioning to who you really want it to go to once you pass? NEWS FLASH TOPIC !!! POTENTIAL FINANCIAL IMPACT OF A TRUMP PRESIDENCY Guest Speaker – Dr. Frank Ragonese – Financial & Risk Management Expert Your speaker will be Dr. Frank Ragonese, Founder of Pelican Wealth Advisors, LLC, a Registered Investment Advisor firm. “Dr. Frank” has over 25 years of risk management experience and was Director of Risk Management for one of the largest corporations in the world. He will discuss techniques that can be applied to a broad spectrum of risks faced by retirees and pre-retirees during these very turbulent times. Please register below: Your Name (required) Your Email (required) Address City, State and Zip Phone Number Which Event and Date Are You Interested In? Your Message Enter the letters and numbers you see below.