Pelican Wealth Advisors Announce Free Estate Planning Workshop on Jan. 14th “15 Mistakes Lurking in Most Trusts”
Pelican Wealth Advisors (www.pelicanwealth.com) will be hosting a free educational workshop on Tuesday, January 14th. The workshop, “15 Mistakes Lurking in Most Trusts”, will be presented by finance and risk management expert, “Dr. Frank”, and estate planning attorney, Neil Covert. RSVP by calling (239) 985-4094 or register online atwww.pelicanwealth.com .
FOR IMMEDIATE RELEASE
December 29, 2013 – Bonita Springs Pelican Wealth Advisors, LLC will be hosting a free, educational workshop on Tuesday, January 14th from 11:30am-1:00pm at the Crexent Center in Bonita Springs. Financial expert “Dr. Frank”, and Florida estate planning attorney, Neil R. Covert, will be educating attendees about the “15 Mistakes Lurking in Most Trusts”. This workshop was also presented earlier in the year. Due to the overwhelming response and positive feedback, it is being offered again for those who were unable to attend previously. The workshop is free and opened to the public. Space is limited. For more information or to reserve a seat, call (239) 985-4094 or visit www.pelicanwealth.com.
“When it comes to Estate Planning, there are a few mistakes we see far too often, which create major issues down the road,” said Frank Ragonese, Founder of Pelican Wealth Advisors, LLC. “However, these mistakes could be easily avoided or corrected. Whether someone already has a ‘Living Trust’ in place, or is thinking about creating one, there are a few key issues to be aware of. Our goal with this free seminar is to educate people about the best way to create a Trust, and ensure that they and their loved ones are protected from these common mishaps.”
The workshop will cover the basics of Estate Planning, the common mistakes lurking in most Trusts, as well as essential questions to ask when choosing an Estate Planner.
About the Presenters:
Presenters for the workshop include prominent Florida estate planning attorney, Neil R. Covert, as well as Frank Ragonese, Ph.D. (commonly known as “Dr. Frank”).
Neil Covert has practiced law for 36 years and has focused his legal practice exclusively in the area of Life & Estate Planning and Business Planning since 1988. He is a frequent author on the topics of Estate Planning, Business Planning, and Asset Protection Planning. He has also written for and been quoted in numerous industry publications, and is an approved instructor for over 20 Continuing Education courses on estate and business planning.
Frank Ragonese is the founder of Pelican Wealth Advisors, LLC. He has more than 25 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world. “Dr. Frank” founded his own companies and applied his extensive risk management expertise in an effort to help people manage retirement risks in ways that are not tied to large investment houses. He has a passion for helping others understand the financial industry, and devotes much of his free time to providing educational workshops such as this.
The upcoming workshop, “15 Mistakes Lurking in Most Trusts”, will be held on Tuesday, January 14th from 11:30-1:00pm at the Crexent Center, located at 27499 Riverview Center in Bonita Springs, FL. Complimentary refreshments will be provided. Those who wish to attend must RSVP by calling Brittany at (239) 985-4094. Seating is limited, so reservations will be taken on a first come, first served basis.
About Pelican Wealth Advisors, LLC:
Pelican Wealth Advisors, LLC, is a Registered Investment Advisor firm and Pelican Financial Group, Inc., is a licensed insurance agency. Both companies were founded by Frank Ragonese, Ph.D., and specialize in applying risk management expertise to retirement income and legacy planning. Services include investment income portfolios, fixed annuities, 401K/IRA rollovers, tax-advantaged IRA wealth transfer, long term care, life insurance and estate planning.
Pelican Wealth Advisors, LLC and Pelican Financial Group are located at 27499 Riverview Center Blvd in Bonita Springs, FL. Serving Naples, Bonita Springs, Estero, Fort Myers, and Cape Coral from their Florida office. For more information, call (239) 985-4098 or visit http://www.