Bonita Springs-Naples Financial Planners, Pelican Wealth Advisors, Host Estate Planning Workshop
Bonita Springs-Naples financial planners, Pelican Wealth Advisors, are hosting a free educational workshop on Tuesday, Feb. 26th. “15 Mistakes Lurking in Most Trusts” will be hosted by “Dr. Frank” Ragonese and estate attorney, Neil Covert. - February 16, 2013
Bonita Springs - Naples Wealth Management Firm, Pelican Wealth Advisors, Hosting Free Identity Theft Prevention Workshop
Dr. Frank Ragonese of Bonita Springs - Naples wealth management firm Pelican Wealth Advisors, and Beth Schell, Crime Prevention Specialist of the Lee County Sheriff’s Office, will be presenting a free identity theft workshop on Tuesday, October 2nd at 11:30am at the Crexent Center in Bonita Springs. RSVP to Pelican Wealth Advisors at (239) 985-4098. - September 19, 2012
Bonita Springs Wealth Management Firm, Pelican Wealth Advisors, Announces Free Educational Workshop with “Dr. Frank” on August 29th
Pelican Wealth Advisors will be hosting a free educational workshop on Wednesday, August 29th from 1:30-3:30pm at the Crexent Center in Bonita Springs. Topic will be “15 Mistakes Lurking in Most Trusts,” hosted by finance and risk management expert, “Dr. Frank.” Those interested in attending must RSVP by calling (239) 985-4098 or email michele@pelicanwealth.com. Space is limited, reservations taken on a first come, first serve basis. - August 16, 2012