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Naples Wealth Management Firm, Pelican Wealth Advisors, Hosting Free Identity Theft Workshop
Dr. Frank Ragonese of Pelican Wealth Advisors and Beth Schell, Crime Prevention Specialist of the Lee County Sheriff’s Office, will be presenting a free identity theft workshop on October 2nd at 11:30am at the Crexent Center in Bonita Springs.
“Statistics show that seniors 65 and over are at the highest risk for identity theft,” said Frank Ragonese, Founder of Pelican Wealth Advisors, LLC. “In Lee County, this age bracket accounts for 1 out of 4 people. We feel it is our obligation to educate not only our clients, but everyone in Southwest Florida, seniors or otherwise, about this growing epidemic. With the latest capabilities in technology, thieves are becoming even more savvy, and our protected information and “identity”
In the workshop, presenters will cover various aspects of identity theft, including:
• A definition of what “identity theft” really is
• How identity theft can dramatically affect the victim and their loved ones
• Statistics about identity theft in Florida
• Information about who is most vulnerable to identity theft
• Proven strategies to help people avoid the most common forms of identity theft
• Critical steps that should be taken immediately if a person’s identity is compromised
The Identity Theft Workshop will be held on Tuesday, October 2nd at 11:30am at the Crexent Center, located at 27499 Riverview Center in Bonita Springs, FL. The event is expected to last approximately 1 ½ to 2 hours, which includes time for a question and answer period. 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 or visit http://www.PelicanWealth.com
About the Presenters:
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.
Beth Schell is a member of the Lee County Sheriff’s Office Crime Prevention Unit and is a certified Crime Prevention Practitioner and Fraud Specialist. Beth is responsible for the operation of the fraud line, which provides an avenue for residents to report incidents such as identity theft, sweepstakes or lottery scams, and credit card fraud. She works closely with Investigators from the Economic Crimes Unit, banking institutions, adult protective services, and family members of senior citizens who have been taken advantage of by scammers. Beth is also a member of the Lee Elder Abuse Prevention Partnership, Florida Crime Prevention Association and the Southwest Florida Bankers Association.
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, 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 .