Plan with Peace of Mind — Protect What Matters Most
Estate planning doesn’t have to be overwhelming. Join our Will Awareness Seminar and discover how to safeguard your assets, avoid unnecessary legal complications, and secure your family's financial future.
Seminar Dates & Times:
May 13th – 10:00 AM or 12:00 PM
May 15th – 2:00 PM or 6:00 PM
Location:
Florida Southwestern State College, Charlotte Campus
26300 Airport Rd, Building D, Room 108
Punta Gorda, FL 33950
What You’ll Learn:
The do’s and don’ts of transferring your assets
The benefits of avoiding probate for your loved ones
How to protect your home and savings from nursing home costs—without long-term care insurance
Strategies to reduce or even eliminate many forms of taxation
Why having the right legal documents at the right time is critical
The role of wills and trusts—and why they matter
Estate planning vs. retirement planning: What’s the difference?
Smart moves for managing IRAs and retirement accounts
How to avoid probate delays and legal costs
Protecting your children’s inheritance the right way
Common mistakes in asset transfers—and how to avoid them
The importance of powers of attorney for medical and financial decisions
Long-term care planning & Medicaid insights
Don’t leave your legacy up to chance—take control today.
Reserve your spot now: https://www.precisefsolutions.com/events
#EstatePlanning #SecureYourFuture #RetirementReady #FinancialPeace #PlanAhead #PuntaGordaEvents
Thursday May 15, 2025
2:00 PM - 3:00 PM EDT
May 13th – 10:00 AM or 12:00 PM
May 15th – 2:00 PM or 6:00 PM
Florida Southwestern State College, Charlotte Campus
26300 Airport Rd, Building D, Room 108
Punta Gorda, FL 33950
FREE
(941) 225-8792
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