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Asset Preservation Workshop

February 12 @ 6:00 PM - 7:30 PM

For Retirees and People over 55
2024 Update of: Federal Estate Tax Laws • Medicare & Medicaid Issues • Taxation of Social Security & Probate Laws • Rules and Regulations to Help Protect You From Nursing Home Costs.

Reservations Required – Call 239-256-7850
This important and timely information is intended to answer the questions that many of us have in regards to our retirement futures. No admission required and nothing will be sold. Couples are encouraged to both attend!


MARKET TURBULENCE AND THE ECONOMY: Learn the latest on how your retirement assets and legacy could be at risk.
POSSIBLY AVOID MEDICAID TRAP: How to potentially protect your assets from Catastrophic Illness and Nursing Homes without purchasing Traditional Nursing Home Insurance.
LEARN: Facts about what is exempt from Nursing Home attachment.
TAXES: How to potentially lower or eliminate taxes on Social Security, Interest Income, Capital Gains, and Taxes upon death.
HOW TO: Potentially increase your spendable income.
PROBATE: Trusts, Lawsuits and Legal Issues.
WALL STREET: Learn how to potentially protect your principal
BANKS: Advantages and Disadvantages.



February 12
6:00 PM - 7:30 PM


Help To Retire

Featured Punta Gorda Businesses!

  • Punta Gorda Elks
  • Walts Garage block
  • Deep Creek Pinch A Penny A full-service retail pool supply store offering everything needed to operate and enjoy a swimming pool or spa!
  • Alligator Bay Distillers is a family owned and operated small batch craft distillery located in beautiful Punta Gorda, Florida.
  • Charlotte County Locksmith Safe Lock
  • Good News Pest is the area’s leader in Green Pest Management
  • Visit Peace River Botanical and Sculpture Gardens
  • JB’s Corner Cafe Deepcreek
  • Deans Punta Gorda
  • Visit Iguanaland Punta Gorda! It’s a Reptile Zoo, Education and Conservation Center. You’ll be Fascinated with Reptiles of all Kinds!
  • Want a ‘Never Forget’ Experience? – Skydive at the Most Scenic drop zone on the West Coast of Florida! Skydive with S.W. Florida SkyDive Club at Shell Creek Airport Punta Gorda!
  • Sea Grape in Downtown Punta Gorda: A Cooperative Fine Art Gallery Celebrating Local Art and Artists!
  • A boutique with flair in the heart of beautiful downtown Punta Gorda
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