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
Wednesday Sep 10, 2025
10:00 AM - 11:00 AM EDT
Seminar Dates & Times:
September 9th: 2:00 PM or 6:00 PM
September 10th: 10:00 AM or 1:00 PM
Florida Southern College – Charlotte Campus
26300 Airport Rd,
Punta Gorda, FL 33950
FREE
(941) 225-8792
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