FOR IMMEDIATE RELEASE
Pelican Wealth Advisors will be hosting a free educational workshop on Thursday, July 10th from 1:30-3:30pm at the Riverview Business Center in Bonita Springs. The workshop, “What Everyone Should Know about Estate Planning for Families and Individuals”, will be presented by Attorney George Mantzidis and financial and risk management expert, Frank Ragonese, PhD. Light refreshments will be served. Space is limited, so attendees must RSVP by calling (239) 985-4098 or may register online at www.pelicanwealth.com.
June 19, 2014 – Bonita Springs Pelican Wealth Advisors, LLC will be hosting a free, educational workshop about Estate Planning on Thursday, July 10th from 1:30-3:30pm at the Riverview Business Center in Bonita Springs. Florida Estate Planning Attorney, George Mantzidis, will be presenting “Estate Planning for Families and Individuals” along with a brief presentation by risk management expert and founder of Pelican Wealth Advisors, Frank Ragonese, PhD. The workshop is free and open to the public, and complimentary refreshments will be served. Space is limited. For more information or to reserve a seat, call (239) 985-4098 or visit www.pelicanwealth.com.
“The phrase ‘estate plan’ may sound like something only the wealthiest of people need,” said George Mantzidis. “But, in fact it refers to the documents that almost everyone needs, whether their financial and family affairs are simple or very complex.”
The workshop will cover the basics of Estate Planning for both individuals and families. It will also discuss common mistakes found in most Trusts, as well as essential questions to ask when choosing an Estate Planner.
“One of the most important things that people should understand is this: If you don’t have a will, trust, or both, the Florida legislature has already written your plan for what happens to your property and who it goes to in the ‘intestate statutes’ when you pass,” added Mantzidis. “No one wants this to happen. So, the goal of this workshop is to educate people about the importance of establishing a proper estate plan now.”
“We are excited to welcome George Mantzidis as our presenter for this very popular workshop, ” said Frank Ragonese of Pelican Wealth Advisors. “This will be the fifth Estate Planning workshop we have hosted, and it is always a very well received event. We encourage people to reserve a seat as soon as possible, as this event tends to fill up quickly.”
About the Presenters:
Presenters for the workshop include prominent Florida estate planning attorney, George Mantzidis, as well as Frank Ragonese, Ph.D. (commonly known as “Dr. Frank”).
George is a frequent speaker to both professional and public groups on advanced estate and tax planning techniques, and presents Estate Planning and Florida Domicile Seminars to the public throughout the year. He has also lectured on issues of corporate law to the Chamber of Commerce. George received his B.S., Summa Cum Laude, from the State University of New York, College at Brockport in 2007. He graduated from Ave Maria School of Law in Naples Florida and subsequently joined a Naples Florida law firm that specialized in Estate Planning and Corporate Law. In 2013 Mantzidis launched his current firm, George Mantzidis, Attorneys at Law, PLLC to provide the highest level of service to his clients.
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.
For more information, or to register for the July 10th workshop, call (239) 985-4098 or visit www.PelicanWealth.com. 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 https://www.pelicanwealth.