FREE Estate Planning Workshop + Retirement Planning & Reverse Mortgages
Schedule
Thu Jun 06 2024 at 05:30 pm to 07:00 pm
UTC-04:00Location
3626 Tamiami Trail, Port Charlotte, FL, United States, Florida 33952 | Port Charlotte, FL
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🌟 You're Invited! 🌟 Join us for a FREE educational workshop focusing on Estate Planning, Retirement Planning, and the ins and outs of Reverse Mortgages. This event will be held on Thursday, June 6th, from 5:30 pm to 7:00 pm at ActivAge at Chelsea Place, located at 3626 Tamiami Trail, Port Charlotte, FL 33952.
This comprehensive workshop, hosted by esteemed professionals in the fields of mortgage, law, and financial planning, aims to empower individuals with the knowledge to make informed decisions about their financial and legal futures.
Attendees will have the unique opportunity to learn from experts including Wanda Hall from Movement Mortgage, Al Pandl of Pandl Law, and Cindy Davey of The Safe Money Place.
The workshop will cover crucial topics such as the Power of Attorney, Wills & Probate, Medicaid Planning, ways to protect and grow money for retirement, and the benefits and considerations of Reverse Mortgages.
This event promises to provide valuable insights into how individuals can plan for their future, ensuring peace of mind in retirement.
Given the importance of these topics and the caliber of speakers, seating for this event is limited. Those interested in attending are encouraged to secure their place by calling or texting (941) 205-7722 to RSVP.
Don't miss this opportunity to learn from three amazing speakers about three great topics in one impactful evening.
Join us at ActivAge at Chelsea Place on June 6th for an enlightening session designed to help you navigate the complexities of estate and retirement planning.
Event Details:
🎓 Free Estate Planning, Retirement Planning & Reverse Mortgages Workshop
🗓️ Thursday, June 6th
⏰ 5:30 pm - 7:00 pm
đź“Ť ActivAge at Chelsea Place, 3626 Tamiami Trail, Port Charlotte, FL 33952
Spaces are limited – Call or text (941) 205-7722 to RSVP!
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Where is it happening?
3626 Tamiami Trail, Port Charlotte, FL, United States, Florida 33952Event Location & Nearby Stays:
