The Workshop


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

Our 60 Minute Workshop

Hear from local estate planning attorney Brian Downey 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

Date: Tuesday, April 5th
Time: 10am
Location: Courtyard By Marriott Gulf Coast Town Center 10050 Gulf Center Drive, Fort Myers, FL 33913

Reserve Your Spot

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

Presented By:

Brian J. Downey, P.A.

Owner, Attorney-At-Law
Brian J. Downey, P.A.

Danielle Lucht, RICP®

Owner, Financial Advisor
Everwell Financial