Upcoming Seminars:
Plan to Avoid Probate - June 15, 2023 - 10:00 am - 12:00 pm
Presented by: Michelle Robles, Esq. of Robles Law, P.A. and Jose Lopez, Armour Financial
Location: Turtle Rock Community Association Clubhouse, 8500 Turtle Rock Boulevard, Sarasota, FL 34238
- Will versus Trust based Planning
- Beneficiary Designations
- Use of a Financial Advisor for Financial Planning success
- Secure Act 2.0
RSVP at (941) 315-2114 or [email protected]
All tickets will be emailed or can be picked up one day prior to the event.
Plan to Avoid Guardianships - July 11, 2023 - 10:00 am - 12:00 pm
Presented by: Michelle Robles, Esq. of Robles Law, P.A. and Jose Lopez, Armour Financial
Location: Turtle Rock Community Association Clubhouse, 8500 Turtle Rock Boulevard, Sarasota, FL 34238
- Durable Power of Attorneys
- Health Care Directives
- Minors and Disabled/Incapacitated and Public Benefit Recipients
- Investment Options for the Incapacitated/Wards
- Use of a Financial Advisor to manage the assets of Minors
RSVP at (941) 315-2114 or [email protected]
All tickets will be emailed or can be picked up one day prior to the event.
Plan to Avoid Insolvency at Spouse's Death - August 15, 2023 - 10:00 am - 12:00 pm
Presented by: Michelle Robles, Esq. of Robles Law, P.A. and Jose Lopez, Armour Financial
Location: Turtle Rock Community Association Clubhouse, 8500 Turtle Rock Boulevard, Sarasota, FL 34238
- Affects of death to Social Security Benefits
- Affects of death on Retirement Benefits
- Affects of death on Life Insurance
- Long Term Care Planning and Insurance
- Medicare
- Medicaid
RSVP at (941) 315-2114 or [email protected]
All tickets will be emailed or can be picked up one day prior to the event.
