The Workshop
HOW YOUR FLORIDA RESIDENCY PROTECTS YOU & YOUR ASSETS
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
