FOR IMMEDIATE RELEASE
November 12, 2013 – Bonita Springs, FL Pelican Wealth Advisors, LLC (www.pelicanwealth.com) is hosting a free “How to Protect Your Assets with Life Care Planning” Workshop on Tuesday, November 19th from 11:30am-1pm at the Crexent Center in Bonita Springs. The presenter will be Board Certified Elder Law Attorney, Jill Burzynski, discussing how to find, access, and how to protect your assets for the healthy spouse when paying for life care needs. A complimentary light lunch will be provided. This event is free and open to the public, but space is limited. To reserve a seat, call (239) 985-4094, email firstname.lastname@example.org, or register online at www.PelicanWealth.com
As part of her presentation, Burzynski will be sharing her insight on asset protection and Medicaid, along with other ways that seniors can ensure life care needs are met. Originally from St. Louis, Jill moved to Southwest Florida and in 2009 became the only Board Certified Elder Law Attorney with an office in Collier County. During this time, Jill’s father was diagnosed with dementia.
“This life experience gave me a great deal of insight into the problems that many of my clients faced,” said Burzynski. “Because I was going through it on a personal level as well, I was really able to sharpen my focus on ensuring the best care for my clients.”
Pelican Wealth Advisors has invited Burzynski to speak as part of the company’s “Joyful Health & Wealth” workshop series.
“Our approach to wealth management is a little different than most,” said Dr. Frank Ragonese. “These ‘Joyful Health & Wealth’ workshops are part of our continuing effort to take a ‘holistic’ approach to wealth management. By this, we mean that we look at our clients as a ‘whole’. Our goal is to help our clients prepare for the many issues that seniors face in retirement, financial or otherwise. We want to help them not only manage their money, but ensure that they experience happiness and abundance in all aspects of life.”
Prior to Burzynski’s presentation, Dr. Frank Ragonese, Owner and Founder of Pelican Wealth Advisors will also be providing a brief presentation about achieving financial health. His presentation, “Getting Your Financial House in Order”, will cover various aspects of maintaining solid “financial health”, including estate planning, long term care challenges, and increasing income in a low interest environment. In addition, he will define what it means to be a “holistic wealth management” company.
The workshop will be held at the Crexent Center, located at 27499 Riverview Center in Bonita Springs, FL. The event is free to attend and open to the public. A complimentary light lunch will be provided. However, space is very limited. Those who wish to reserve a seat must call (239) 985-4094, email email@example.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.
The staff at Pelican Wealth Advisors, LLC considers themselves a “holistic wealth management company”. By this, they mean that they are concerned with their clients’ well-being as a “whole”. The goal is to not only help clients achieve financial abundance, but to help them achieve happiness and health in all aspects of life.
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) 985-4094 or visit www.PelicanWealth.com