“When people begin trying to get their estate in order, it’s so important to be aware of these common mistakes that can create major issues down the road,” said Frank Ragonese, Founder of Pelican Wealth Advisors, LLC. “Whether someone already has a ‘Living Trust’ in place, or is just starting to consider creating one, there are a few key issues to be aware of. There are mistakes which we see often, but can easily be avoided or corrected. We wanted to offer this free seminar to ensure that people are 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 attorney, Neil R. Covert, as well as Frank Ragonese, Ph.D. (commonly known as “Dr. Frank”). 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 which 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 Wednesday, August 29th 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 http://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., (“Dr. Frank”), and specialize in applying risk management expertise to retirement income and legacy planning. Services include investment income portfolios, fixed annuities with increasing lifetime income, 401K/IRA rollovers, strategic Roth IRA conversions, tax-advantaged IRA wealth transfer, Medicare supplements, long term care and life insurance.
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.