Life Planning Seminar—online
Please Join Us for this Free Webinar
Due to the impact of COVID-19, many of our Diocese of Venice Parishes in the Lee/Charlotte County area were forced to postpone the Life Planning Seminars originally scheduled for this spring. In response, we have now scheduled a virtual seminar that you can attend from wherever you are located. The interactive webinar will feature local, Catholic professionals who will provide participants with the knowledge they need to make critical health, legal and financial decisions.
This seminar is essential for those approaching their senior years, already in their senior years, and those who care for senior relatives or friends. Attendees will obtain important information on:
- Making a Will can be difficult, but dying without one can make it even more difficult for your loved ones left behind.
- Who will make my health care decisions if I cannot?
- How will I take care of my financial obligations when I am incapacitated?
- How do I avoid guardianship?
- Should I have a Will even though I don’t have any assets?
- Is my Will from another state valid in Florida?
- How can I best leave my assets to my family?
- Why do I need a financial plan?
- Is there a more beneficial way to make donations?
Presenters:
Mary Vlasak Snell, J.D. — Partner, Pavese Law Firm. Juris Doctorate from Nova Southeastern Univ., Tax LL.M. from Univ. of Miami, and Bachelor’s degree from Univ. of North Florida. Specializes in Estate Planning, Probate and Trust Administration, Guardianship, Medicaid Planning & Bus. Law.
Jodi Schwartzel-Rienzo — Financial Advisor, Financial Planning Specialist with Morgan Stanley. Bachelor’s degree from Ringling School, holds her Series 7 & 66 securities licenses and Life, Health & Variable Annuity licenses. Focuses on portfolio analysis and financial planning.
Michael Morse, MS—Executive Director, Catholic Community Foundation. Master’s degree in Business and Bachelor’s degree in Communications from University of Florida. Over 15 years of executive leadership experience overseeing the development & philanthropic efforts of not-for-profits.
REGISTER AT:
https://zoom.us/webinar/register/WN_krDwVV_vS4KT0iQv9n2v_w
or call 941–486–4722
