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.
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
On August 29th Pelican Wealth Advisors was proud to host an Estate Planning Workshop at our offices. The educational workshop was presented by Life, Estate and Business Planning attorney Neil Covert. “The Fifteen Mistakes Lurking in Most Trusts” was the topic of the semin