Estate Planning
Workshop Schedule

Neil R. Covert, P.A. Home

Offices in:

ClearwaterTampaSarasotaNaplesFt. Myers

www.covertlaw.com      1-800-660-7564

Imagine Estate Plans That Really Work!

Attendance at these planning Workshops listed below entitles Clients who attend to receive a $500 Discount Certificate off their estate planning fees. Refreshments provided.

 
September 2010

Please call 1-800-660-7564 to register or
complete and submit the form below.

Please select the circle next to the workshop most convenient for you.
Please complete all applicable fields before submitting your registration. *Indicates required field.

  

HOLIDAY INN LAKEWOOD RANCH Tuesday, September 21 2:00pm to 3:45pm
6321 Lake Osprey Dr.
Sarasota, FL 34240

Directions: At the University Pkwy exit off I-75, go East to Lake Osprey Dr. and turn right. Hotel is ¼ mile on the left.

  

HILTON NAPLES Wednesday, September 22 2:00pm to 3:45pm
5111 Tamiami Trail North
Naples, FL 34103

Directions: Located just south of the intersection of Pine Ridge Road and U.S. 41 (Tamiami Trail), on the west side of 41.

  

HOLIDAY INN LAKEWOOD RANCH Saturday, September 25 10:00am to 11:45am
6321 Lake Osprey Dr.
Sarasota, FL 34240

Directions: At the University Pkwy exit off I-75, go East to Lake Osprey Dr. and turn right. Hotel is ¼ mile on the left.

  

CROWNE PLAZA FORT MYERS Wednesday, September 29 2:00pm to 3:45pm
13051 Bell Tower Dr.
Fort Myers, FL 33907

Directions: Located just north of the intersection of U.S. 41 and Daniels Parkway, on the east side of 41, behind the Bell Tower Shops complex.

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Purpose of Workshop: To introduce estate planning concepts and to teach clients pitfalls of traditional estate planning; why many living trusts may not work; why HIPAA may sabotage their existing living trusts; how to create special trusts to receive IRA inheritances; how to pass money to several generations; how to prevent your children's inheritances from being lost to the future divorces, creditors and predators of their children. Clients who do not attend will not receive a $500 Discount Certificate.

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