The Workshop


Are you taking advantage of all that Florida has to offer?

Our 60 Minute Workshop

Hear from local estate planning attorney Kara Sajdak about the intricacies of domiciling in Florida and why it matters to you, your heirs, and your tax return. Danielle Lucht, owner of Everwell Financial will go over current stock market conditions and challenges facing retirees. This workshop is designed to help new residents make the most out of their Florida residency.

What You’ll Learn

  • How to Domicile & Why It’s Important
  • How Florida Wills and Trusts are Different
  • 9 Asset Protection Laws
  • How to Protect & Insure All of Your Asests
  • Why a Local Team of Advisors Matters

The Details

Dates: Tuesday, March 29th or Tuesday, April 12th
Time: 10am
Location: Sugden Theater, Collier Co. Library 2385 Orange Blossom Dr. Naples, FL 34109

Reserve Your Spot

Due to capacity issues, seating is limited and reservations are required.

Presented By:

Kara A. Sajdak, Esq.

Junior Partner
The Dorcey Law Firm, PLC

Danielle Lucht, RICP®

Owner, Financial Advisor
Everwell Financial