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Seminars

Learn from the experts.

We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.

Seminar

Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones. 

Upcoming Seminars

Will and Trusts: Creation and Funding

The Benefits of Florida Residency

Mutual Funds vs. Exchange Traded Funds

Bond Risk and How to Avoid It

Estate Planning Mistakes

Seminar Events at Punta Gorda Isle Association

Schedule a free appointment to review your estate planning documents.

Schedule a free, 30-minute one-on-one appointment to review your trust, will, power-of-attorney, and healthcare directives. We will help you answer these questions:
  • Are your will, trust, durable power of attorney, and health care documents up to date?
  • Does your living will and designation of healthcare surrogate accurately reflect your wishes?
  • Is your will or trust fully funded to avoid probate?
  • Will your estate plans from your home state function properly in Florida?
  • Are your assets properly titled and appropriate beneficiaries designated?

Blog

On Our Minds

Increase from 1950 - 2020 shown in blue line on chart

Chart of the Day: Increasing Chances to Reach Age 100

March 28, 2024

Today’s Chart of the Day shows the percentage of people who have reached the age of 100.

Condos 101: Tips for Finding and Financing Your Condo 

Condos 101: Tips for Finding and Financing Your Condo 

March 27, 2024

When it comes to housing options, there’s a diverse array to choose from: multi-family homes, single-family houses, townhouses, co-ops, manufactured...

 Today's Chart shows a 25% cumulative increase in grocery and dining-out expenses since 2020, as illustrated from the Wall Street Journal, using Labor Department data. Additionally, the analysis highlights a 30-year high, with 11% of disposable income designated for food expenditures. The rise is attributed to elevated labor and food costs, with anticipated exacerbation due to forthcoming higher minimum wage laws.

Chart of the Day: 25% More for Food

March 26, 2024

Today’s Chart of the Day is from the Wall Street Journal utilizing data from the Labor Department, showing that you are not imagining things; there...