top of page

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, 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

(Closed event for

Kings Point Residents only)

 

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, May 17, 2024

Noon - 1:30pm

RSVP Here:

Venice FL

Venice, FL,

The Gran Paradiso Clubhouse

gran-paradiso-venice-fl-1(1).jpg

(Open Event)

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

BREAKFAST & LEARN

WORKSHOP SERIES

 

Free Breakfast Provided

​

21025 Galleria Blvd.

Venice, FL 34293

Dates: 

Check back for more dates soon.

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:

Check back for more dates!

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:

Check back for more dates

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: 

Check back for more dates soon.

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:

Venice, FL,

Sunstone at Wellen Park,

Clubhouse Social Hall

Sunstone at Wellen Park.png

(Residents only)

 

(Lunch Provided)

LUNCH & LEARN

WORKSHOP SERIES

​

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

​

Free Lunch Provided

​

18200 Grand Prosperity Drive, Venice, FL, 34293

Dates:

Check back for more dates soon.

RSVP Here:

bottom of page