A Will Awareness Workshop - Is Your Legacy Protected?

Plan Ahead with Peace of Mind — Protect What Matters Most

Estate planning doesn’t have to be confusing or stressful. Join our Will Awareness Seminar and discover how to safeguard your assets, avoid unnecessary legal challenges, and secure your family’s financial future.

Seminar Dates & Times:

  • September 9th: 2:00 PM or 6:00 PM

  • September 10th: 10:00 AM or 1:00 PM

Location:
Florida Southern College – Charlotte Campus
26300 Airport Rd,
Punta Gorda, FL 33950

What You’ll Learn:

  • Practical strategies for transferring assets smoothly

  • How to help your loved ones avoid probate hassles

  • Protecting your home and savings from nursing home expenses—without relying on costly insurance

  • Smart tax strategies to preserve your wealth

  • The essential legal documents every family should have in place

  • Wills vs. trusts: the differences and why they matter

  • Estate planning vs. retirement planning—understanding the balance

  • How to manage IRAs and retirement accounts effectively

  • Ways to avoid court delays, legal fees, and confusion

  • Protecting your children’s inheritance for the long term

  • Common mistakes in estate planning—and how to prevent them

  • Why powers of attorney are critical for medical and financial decisions

  • Medicaid planning and long-term care solutions

Take control of your future. Don’t let uncertainty decide your family’s legacy.

Reserve your seat today:
https://www.precisefsolutions.com/events

#EstatePlanning #PeaceOfMind #PlanSmart #FinancialWellness #RetirementReady #PuntaGordaEvents

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Date and Time

Tuesday Sep 9, 2025
2:00 PM - 3:00 PM EDT

Seminar Dates & Times:

  • September 9th: 2:00 PM or 6:00 PM

  • September 10th: 10:00 AM or 1:00 PM

Location

Florida Southern College – Charlotte Campus
26300 Airport Rd,
Punta Gorda, FL 33950

Fees/Admission

FREE

Website

https://www.precisefsolutions.com/

Contact Information

(941) 225-8792
Send Email

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