Complimentary Seminar: Estate Planning & Transferring Wealth

FORT MYERS, Fla. - Oct. 5, 2015 - PRLog -- Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with a Florida Estate Planning attorney will present a complimentary seminar “Estate Planning & Transferring Wealth” on Thursday, October 22 from 8:30 a.m. until 10:00 a.m. at Cypress Lake Country Club, 6767 Winkler Rd, Fort Myers, 33919.  A complimentary continental breakfast will be served.  Space is limited and advance registration is required.

Attendees will learn how to create financial contentment, how to protect your legacy, why durable powers of attorney, living wills and guardianship are so important, as well as advanced estate planning strategies and advantages of Florida Domicile and dual residency issues.

Building on 30 years of financial services experience, Henderson Wealth Partners assists individuals, families and business owners seeking comprehensive financial advice and planning to help lead them to and through retirement. Sam Henderson has been named a Five Star Wealth Manager (2012-2014), by Five Star Professional.*   Prior to establishing Henderson Wealth Partners in 1998, Henderson enjoyed a successful career at a major Wall Street investment firm, managing money and providing financial planning services for high-net-worth individuals, families and business owners. He earned a Bachelor’s Degree in Economics from the University of Florida.

Registration is required and space is limited. To register for this complimentary seminar, call (239) 939-1888 or email dolores.armbrust@lpl.com.

About Henderson Wealth Partners:

With nearly 30 years in the financial planning business, Henderson Wealth Partners takes pride in the long-term client relationships based on the core principles of trust, integrity and personalized service.  Henderson Wealth Partners offers access to a wide range of products and services to help address the financial needs of individuals, families, retirees and business owners. These include Financial Planning, Retirement Planning, Estate/Legacy Planning, Investment Management, Philanthropic Planning and Life Insurance.

Henderson Wealth Partners is located at 1404 Dean Street, Suite 101 in Fort Myers.  For more information about Henderson Wealth Partners, visit www.hendersonwealthpartners.com or call to schedule a no-obligation consultation at (239) 939-1888.

About Five Star Professional*

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013 and 2014 Five Star Wealth Managers.

The Florida Estate Planning attorney and represented firm are not affiliated with LPL Financial.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.  Henderson Wealth Partners and LPL Financial are unaffiliated entities.