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Naples Investment Advisor "Dr. Frank" & Life Coach Mary Lynn Ziemer Host Ladies Lunch at Seasons 52

Dr. Frank Ragonese of Pelican Wealth Advisors and Life Coach, Mary Lynn Ziemer of Living A Joyful Life are teaming up to host a “Ladies Only” luncheon on Thursday, November 8th at 11:30am at Season’s 52 Fresh Grill in Naples.

 
 
season's 52
season's 52
PRLog - Oct. 23, 2012 - BONITA SPRINGS, Fla. -- Southwest Florida women will soon have the opportunity to learn a few secrets that many people spend a majority of their life trying to figure out.  These are the secrets of “truly joyful living”, as well as good financial health…even in difficult times.  Naples investment advisor, Frank Ragonese, Ph.D. ("Dr. Frank") of wealth management firm, Pelican Wealth Advisors and Life Coach, Mary Lynn Ziemer, have teamed up to host a series of “Ladies Only” luncheon workshops starting on Thursday, November 8th at 11:30am at  Seasons 52 Fresh Grill in Naples, FL.

At this workshop, risk and wealth management expert Dr. Frank Ragonese will educate attendees about how to design a "financial house" so that it is possible to sleep well at night, even during turbulent times.   He will be joined by Mary Lynn Ziemer, a Life Coach, Business Consultant, and Founder of Living A Joyful Life.  Mary Lynn will be discussing ways that women can create a joyful life filled with greater love, creative energy, and financial abundance.

 “This workshop is designed to specifically educate women on a number of important topics that they will face in their lifetime, regardless of their age or marital status,” said Dr. Frank.  “It is not uncommon for women to find themselves in situations, especially later in life, when they are forced to take on a greater amount of financial responsibility than they have previously been accustomed to.  In the financial portion of this workshop, I will educate them about various options, and teach them how to avoid some of the common mistakes that we see.  These mistakes can be devastating, but can also be easily avoided if people are properly prepared.”

Mary Lynn Ziemer added, “I look forward to the opportunity to speak to this group of women, and help them understand that not only financial abundance, but abundance in every aspect of life, is very achievable for them…regardless of their current situation.  I will teach them the secrets of overcoming fears, as well as proven methods that can help them reach their goals and start living a life of true joy!”

The first in this series of Ladies Luncheon Workshops which will be held on Thursday, November 8th at 11:30am at Season’s 52 Fresh Grill restaurant in Naples, FL.  Attendees will enjoy a complimentary lunch, including a sampling from the “Tower of Chocolate” mini-indulgences.  Space is limited. Those who wish to attend must RSVP by calling Michele Sanchez at (239) 985-4098 (tel:%28239%29%20985-4098).  Reservations will be taken on a first come, first serve basis as seating is limited.

For more information, call (239) 985-4098 or email Michele@PelicanWealth.com (mailto:Michele@PelicanWealth.com)    

About the Presenters:

Frank Ragonese:


Frank Ragonese, Ph.D. (commonly known as “Dr. Frank”) 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.  For more information about Frank Ragonese call (239) 985-4098 or visit www.PelicanWealth.com .

Mary Lynn Ziemer:

Mary Lynn Ziemer is a Certified Master of Advanced Life Concepts, Life Coach and Business Consultant, and is the founder and CEO of Living A Joyful Life. She teaches clients hungering to lead more joyful and prosperous lives, using simple and proven techniques that work for the rest of their lives.  Mary Lynn has served as the keynote speaker for a number of community events, and has hosted a variety of workshops and seminars.  Her primary focus is to help people create abundance and joy in their life, both professionally and personally.  Her empowering coaching style and presentations fit both corporate and personal needs as she moves individuals towards positive change.   For more information about Mary Lynn Ziemer, contact her at (239) 498-7290 (tel:%28239%29%20498-7290), or visit www.LivingAJoyfulLifeNow.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 .

Photo:
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Contact Email:
***@pelicanwealth.com Email Verified
Source:Pelican Wealth Advisors
Phone:239-985-4098
Zip:34134
City/Town:Bonita Springs - Florida - United States
Industry:Lifestyle, Finance
Tags:naples investment advisor, naples investment, naples wealth management, bonita springs investment
Shortcut:prlog.org/12006463
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