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Join us for a

Free Living Trust Workshop

We Offer Workshops in Florida!

Our living trust workshops are free local workshops designed to answer your estate planning questions and get you started on the pathway to asset protection.

Check out our workshop dates below for upcoming events and information on how to RSVP.


**Please note, a workshop attendance is required prior to an in person meeting with our team.

People Love Our Workshops.

"Excellent Workshop!"

"Very Informative."

"Thank you. Loved the presentation."

Ruskin, FL
Sun City Cente, FL

Ruskin, FL

Holiday Inn Express & Suites

Ruskin, FL.png

(Open Event)

Times May Vary

(Lunch Provided)

LUNCH & LEARN

WORKSHOP SERIES

 

Free Lunch Provided

226 Teco Road

Ruskin, FL 33570

Dates: 

Thursday, February 15, 2024

11:30 a.m. - 1:00 p.m.

Thursday, March 14, 2024

11:30 a.m. - 1:00 p.m.

Thursday, April 18, 2024

11:30 a.m. - 1:00 p.m.

and

9:00 a.m. - 10:30 a.m.

Thursday, May 16, 2024

11:30 a.m. - 1:00 p.m.

and

9:00 a.m. - 10:30 a.m.

RSVP Here:

Sun City Center, FL
Kings Point - 2020 Building, North Forum Room

Sun City Center.png

(Open Event)

 

Times May Vary

 

(Lunch Provided)

LUNCH & LEARN

WORKSHOP SERIES

Free Lunch Provided

1900 Clubhouse Drive

Sun City Center, FL 33573

(North Forum Building Room: 2020)

Dates

Friday, February 16, 2024

Noon - 1:30pm

Friday, March 15, 2024

Noon - 1:30pm

Friday, April 19, 2024

Noon - 1:30pm

Friday, May 17, 2024

Noon - 1:30pm

RSVP Here:

Venice FL

Venice, FL,

The Gran Paradiso Clubhouse

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(Open Event)

11 a.m. - 12:30 p.m.

BREAKFAST & LEARN

WORKSHOP SERIES

 

Free Breakfast Provided

21025 Galleria Blvd.

Venice, FL 34293

Dates: 

Monday, April 15, 2024

RSVP Here:

Venice, FL,
Renaissance at The West Villages

Renassiance Image.jpg

(Open Event)

Times May Vary

Free Lunch Provided

11750 Renaissance Blvd.

Venice, FL 34293

Dates:

Check back for more dates soon.

RSVP Here:

Venice, FL,

Sarasota National- Palm Club

SARASOTA NATIONAL(1).jpeg

(Lunch Provided)

LUNCH & LEARN

WORKSHOP SERIES

11:30 a.m. - 1:00 p.m.

Free Lunch Provided

25500 National Blvd.

Venice, FL 34293

Dates:

Monday, March 18, 2024

RSVP Here:

Venice, FL,
Island Walk at The West Villages

Island Walk.jpg

(Open Event)

 

Times May Vary

Free Lunch Provided

19215 Tantino Drive

Venice, FL 34293

Dates: 

Check back for more dates!

RSVP Here:

Venice, FL

Grand Palm Community- Social Club Kitchen

Grad Pam - venice.jpg

(Lunch Provided)

LUNCH & LEARN

WORKSHOP SERIES

11:30 a.m. - 1:00 p.m.

Free Lunch Provided

1900 Observation Blvd.

Venice, FL 34292

Dates:

Tuesday, March 12, 2024

RSVP Here:

Venice, FL
Plantation Golf Course - Main Dining 

Plantation.JPG

(Lunch Provided)

LUNCH & LEARN

WORKSHOP SERIES

11:30am-1:00pm

Free Lunch Provided

500 Rockley Blvd

Venice, Florida 34293

Dates: 

Tuesday, April 16, 2024

RSVP Here:

Venice, FL,

South Venice Civic Association (SCVA)

South Venice Civic Center.png

(Lunch Provided)

LUNCH & LEARN

WORKSHOP SERIES

11:30 a.m. - 1:00 p.m.

Free Lunch Provided

720 Alligator Drive

Venice, FL 34293

Dates:

Tuesday, May 14, 2024

RSVP Here:

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