Bonita Springs-Naples Financial Planners, Pelican Wealth Advisors, Host Estate Planning Workshop
Summary
Bonita Springs, FL, February 16, 2013 --( “When trying to get your estate in order, it’s so important to be aware of these common mistakes that can create major issues down the road,” said Dr. Frank Ragonese, Founder of Pelican Wealth Advisors, LLC.Both companies were founded by Frank Ragonese, Ph.D., and specialize in applying risk management expertise to retirement income and legacy planning.Services include investment income portfolios, fixed annuities, 401K/IRA rollovers, tax-advantaged IRA wealth transfer, long term care, life insurance and estate planning.Frank”, and Florida estate planning attorney, Neil R. Covert, will be educating attendees about the “15 Mistakes Lurking in Most Trusts.” This workshop was also presented in August of last year.For more information or to reserve a seat, call (239) 985-4098 or visit www.pelicanwealth.com.“When trying to get your estate in order, it’s so important to be aware of these common mistakes that can create major issues down the road,” said Dr. Frank Ragonese, Founder of Pelican Wealth Advisors, LLC.