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.