FOR IMMEDIATE RELEASE
SUMMARY: Pelican Wealth Advisors, LLC (www.pelicanwealth.com) is hosting a free women’s workshop on Tuesday, June 25th from 11:30am-1pm at the Crexent Center in Bonita Springs. Topic is “Smart Retirement for Women: Building Your Financial House”. Complimentary light lunch and refreshments provided.
June 12, 2013 – Bonita Springs, FL Pelican Wealth Advisors, LLC announces it will be hosting a free women’s workshop on Tuesday, June 25th. The topic will be “Smart Retirement for Women: Building Your Financial House”. Presenter, Dr. Frank Ragonese, will discuss unique and balanced approaches to retirement, including why it is important for women not to leave all money matters to their spouse or partner. 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.
“We have a true passion for helping people understand what retirement really means from a financial perspective, and want to eliminate fears that they may have about what their future holds,” said Dr. Frank Ragonese, Founder of Pelican Wealth Advisors. “Many of my clients are women, so I have a deep understanding of the financial challenges that women face. Many may have relied heavily on their spouse or partner to handle the finances in the past. Lingering traditional values, differences between the genders, loss of a partner to death or divorce and a variety of life events all serve as challenges to today’s woman. Our goal is to empower women with knowledge. We want to help them feel more confident in their ability to make great 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:
- 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.
The team at Pelican Wealth Advisors has a passion for working with women and Dr. Frank’s collaborative style and client specific solutions allow him to quickly become a trusted advisor.
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. Upcoming Workshops include:
6/25 – “Smart Retirement for Women: Building Your Financial House”
7/11 – “Income for Life-it’s Easier Than You Think”
7/23 – “Women, Money, and Power”
8/13 – “Women: Basics of Investing and Risk Tolerance Workshop”
The upcoming workshop, “Smart Retirement for Women: Building Your Financial House”, will be held Tuesday, June 25th 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
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 www.PelicanWealth.com .