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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

Selecting a Successor Trustee to Minimize Stress on Family

Out-of-State Wills & Trusts and the Benefits of Florida Residency

Mutual Funds vs. Exchange Traded Funds

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

 chart ranges from 30 to 65, but green circles representing how many times your salary you should have saved. 30 = 1, over 65 = 10

Chart of the Day: Age vs. Salary Saved

March 14, 2024

Today’s Chart of the Day comes from Yahoo Finance with estimates by Fidelity. It shows a general rule of thumb for financial planning for how much...

Today's Chart of the Day shows a graph with a blue line representing the ebbs and flows of the total number of all the stocks in the US. The high point was in the 1990's with 7,500 stocks and the low point being now, with only 3,700.

Chart of the Day: All Stocks Index

March 12, 2024

Today’s Chart comes from an article in Barron’s with information from Wilshire Indexes. The “Wiltshire 5000” is an index similar to the S&P 500, with...

Chart showing the growing gap between life expectancy (blue line) and health-adjusted life expectancy, or Healthspan, (blue line) by year and age.

Chart of the Day: Lifespan vs. Healthspan

March 7, 2024

Today’s Chart of the Day is from A Teachable Moment by Tony Isola and one to keep in the back of your mind.