Coffee & Chat Estate Planning for your Business & Life
Coffee and Chat on Wednesday, October 2, 2024 will be presented by Christine Hause, Vice President & Senior Wealth Strategist at Crews Bank & Trust and by Attorney Mark Martella, of the Martella Law Firm, PLLC.
This event is targeted to any small business owners interested in creating or verifying an estate plan to protect their assets, heirs and allow for a smooth administration.
The objectives:
How to protect themselves, their family and their business when an unexpected life event happens such as a disabling accident or their unexpected passing. Too often, without a plan in place, their family and their business can be tied up in probate for months or years. In this seminar we will explain the documents they need in place before "life happens!"
Join us at the Association of Realtors Building from 9:00 a.m. until 10:30 a.m.
Date and Time
Wednesday Oct 2, 2024
9:00 AM - 10:30 AM EDT
Location
Realtors of Punta Gorda, Port Charlotte, North Port, DeSoto, Inc.
3320 Loveland Bvd.
Port Charlotte, FL 33980
Fees/Admission
No Cost to attend. Please RSVP so we may properly plan.
Contact Information
Estate Planning Protecting your asset and heirs when life happens.
Send Email
