FOR IMMEDIATE RELEASE
SUMMARY Pelican Wealth Advisors, LLC (www.pelicanwealth.com) is hosting a free women’s workshop on Wednesday, July 3rd from 11:30am-1pm at the Crexent Center in Bonita Springs. Topic is “Income for Life – It’s Easier Than You Think”. Light lunch and refreshments provided. To RSVP, call (239) 985-4098, or register online at www.pelicanwealth.com.
July 2, 2013 – Bonita Springs, FL Pelican Wealth Advisors, LLC announces it will be hosting a free women’s workshop on Wednesday, July 11th. The topic will be “Income for Life – It’s Easier Than You Think”. Presenter, Dr. Frank Ragonese, will discuss retirement planning strategies that apply to women of all ages. The main topic of his presentation will be about various ways that women can ensure they have a guaranteed stream of income that you can never be outlived.
The workshop will be held from 11:30am-1pm at the Crexent Center in Bonita Springs. A complimentary light lunch and refreshments will be provided.
“This is the second workshop in a series of events we’re calling ‘Women & Finances University,’” said Dr. Frank Ragonese, Founder of Pelican Wealth Advisors. “We had a great response and a lot of positive feedback from last month’s workshop for women, so look forward to another well attended event! Because many of my clients are women, I have a deep understanding of the challenges that women face as they enter this stage in life. On average, women tend to live longer than men, so ‘outliving their money’ is a common concern. With this series of workshops, our goal is to empower women with knowledge, help them gain more confidence in their financial decisions, and understand how to incorporate life purpose into the foundation of their wealth plan.”
In this workshop, Dr. Ragonese hopes to help attendees learn:
- How to ensure that women do not outlive their money
- Why women shouldn’t leave money matters to a husband, partner or spouse
- Why purpose in life should be the foundation of a Wealth Plan
- How to feel more confident in the ability to make great financial decisions
- How to build a personal “Financial House”
- How to achieve financial stability and security
- Key Winning strategies of financial and retirement planning
Dr. 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. Dr. Frank has a passion for helping others understand the financial industry, and devotes much of his free time to providing educational workshops such as this.
Pelican Wealth Advisors plans to continue a series of “Women & Finances University” workshops throughout the summer, which will be focused on financial education for women. Other upcoming “Women & Finances University” Workshops include:
7/23 – “Women, Money, and Power”
8/13 – “Investing 101”
The upcoming workshop, “Income for Life – It’s Easier Than You Think”, will be held Wednesday, July 11th from 11:30am-1pm at the Crexent Center, located at 27499 Riverview Center in Bonita Springs, FL. Complimentary light lunch and refreshments will be provided. Those who wish to attend must RSVP by calling Michele Sanchez at (239) 985-4098. Seating is limited, so reservations will be taken on a first come, first serve basis.
For more information, call (239) 985-4098, email Michele@PelicanWealth.com, or register online at www.PelicanWealth.com