Estate Planning Workshop
Schedule
Thu, 25 Sep, 2025 at 11:00 am
UTC-04:00Location
24311 Walden Drive Suite 200, Bonita Springs, FL, United States, Florida 34134 | Bonita Springs, FL
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Estate planning isn’t just for the wealthy—it’s for anyone who wants peace of mind, clarity, and confidence about the future. Join us for an in-person workshop where we’ll cover what you need to know and how to get started.✨ What you’ll learn:
✔️ The basics of estate planning
✔️ How to coordinate legal and financial plans
✔️ Tax-smart strategies to protect your assets
✔️ Common pitfalls to avoid
Presenters:
Amy Novakovich, CFP, CRPC – Wealth Advisor
Abby Lyons, Esq. – Estate Attorney
📍 Location:
Nova Wealth Management
24311 Walden Center Dr. Suite 200
Bonita Springs, FL 34134
📞 RSVP or Questions: 239-444-1794 | [email protected]
This workshop is a great opportunity to learn, ask questions, and take the first step toward creating a plan that works for you and your family.
This presentation is for educational purposes only and is not intended as legal advice. Attendance does not create an attorney-client relationship.
Nova Wealth Management is a Registered Investment Advisor. Investing involves risk and investments not guaranteed.
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Where is it happening?
24311 Walden Drive Suite 200, Bonita Springs, FL, United States, Florida 34134Event Location & Nearby Stays:
