FOR IMMEDIATE RELEASE
Bonita Springs, FL April 30, 2013 – Due to the overwhelming success of the past two estate planning events,Pelican Wealth Advisors, LLC announces it will be hosting another free, educational workshop on Tuesday, May 14th from 1:30-3:30pm at the Crexent Center in Bonita Springs. Financial expert Dr. Frank Ragonese and Florida estate planning attorney Neil R. Covert will be educating attendees about the “15 Mistakes Lurking in Most Trusts”.
Estate Planning Attorney Neil Covert during our client education workshop
Pelican Wealth presented this workshop last month, as well as in August of 2012. Due to the overwhelming response and positive feedback, it is being offered again for those who were unable to attend previous workshops. The event is free and opened to the public. Space is limited. For more information or to reserve a seat, call (239) 985-4098 or visit www.pelicanwealth.com.
“We are thrilled at the success of these workshops, and the opportunity to provide this type of free education to the people of Southwest Florida,” said Dr. Frank Ragonese, Founder of Pelican Wealth Advisors, LLC. “Our goal is to provide a workshop each month that improves the lives of others in some way. Whether its financial health, physical health, or overall life enjoyment, we hope that these free workshops will be of value to people.
The upcoming workshop, “15 Mistakes Lurking in Most Trusts”, will focus on successful planning for Living Trusts.
“When getting your estate in order, it’s so important to be aware of these common mistakes that can create major issues down the road,” added Ragonese. “Whether someone already has a ‘Living Trust’ in place, or is just thinking about creating one, there are a few key issues to be aware of. There are mistakes that we see far too often, which can easily be avoided or corrected. We are continuing to offer these free seminars to ensure that everyone is educated about the best way to create a trust, so that they and their loved ones are protected from these common mishaps.”
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”). 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 upcoming workshop, “15 Mistakes Lurking in Most Trusts”, will be held on Tuesday, May 14th from 1:30-3:30pm 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 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 visit 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 .
