
Florida, United States •
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I empower women to "Take Charge of Life's Transitions" through mindset change and education.
Dumber than Florida Man? 6 Estate Planning Mistakes to Avoid
Take charge of life’s most challenging transitions by having a proper estate plan in place! Learn Best Practices for protecting your family and your personal legacy in this fun and lively education session covering highlights of wills, trusts, and advanced care directives that everyone should have in place throughout life's journey. Our focus is on Florida law, but the presentation can be tailored to a national audience. Average running time 20 minutes but can be tailored to up to 45 minutes.
Florida Wills & Trusts 101 - What you Need to Know !
FLORIDA WILLS & TRUSTS 101 – WHAT YOU NEED TO KNOW! DISCOVER HOW TO PROTECT YOUR ASSETS AND PROVIDE FOR YOUR LOVED ONES At the seminar, we will discuss several issues including: • The advantages and disadvantages of Wills and Living Trusts • How Probate works and more importantly, how you may avoid Probate altogether! • Maintaining your privacy and protecting yourself and your spouse against guardianship or “a living probate” if one of you becomes disabled. • Planning before you need Long Term Care • Why putting property in children’s names may be a mistake • Protecting your children’s inheritance from their future ex-spouses, lawsuits, and other claims • Preserving your estate for your kids if your surviving spouse gets remarried • Preserving your estate when you have minor children, divorces and/or a blended family, or special health and welfare concerns. PResentation runs approximately 75 minutes. Focus is Florida Law but this can be tailored for a national audience.
Mastering Your Money Mindset - A Workshop for Women over 55
Does thinking about your money and finances make you even a little anxious? Do you feel rich, secure, and financially abundant? Do you worry about having enough to make ends meet? Is investing mostly a mystery to you? Not everyone was taught money basics at home or in school, and women (especially those over 55) may have complex relationships with money and money management. The Tessier Law Firm, P.A. is pleased to host a fun and educational money basics” workshop for women to help you feel more comfortable and confident in dealing with your financial future. Workbook sample available. Running time 60-120 minutes depending on venue and whether time is allocated for activities.
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