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TOP 30 Estate planning workshops in Florida
28 results found
Search for local businesses, places and services near you
Kiefer Real Estate Seminars
Kiefer Real Estate Seminars is a renowned institution located at 655 Grand Boulevard in Miramar Beach, Florida, United States. Offering top-notch real estate education and training, our seminars cover a wide range of topics from market trends to investment strategies. Our experienced instructors provide valuable insights and practical knowledge to help individuals succeed in the competitive real estate industry. Join us at Kiefer Real Estate Seminars and take your career to the next level.
The Real Estate Career Centers, Inc.
The Real Estate Career Centers, Inc. is a leading institution located at 2141 Pittman Drive in Panama City, Florida, United States. We offer comprehensive training and resources for individuals looking to start or advance their career in the real estate industry. Our expert instructors provide practical knowledge and hands-on experience to help students succeed in this competitive field. Whether you are a beginner or a seasoned professional, The Real Estate Career Centers, Inc. is dedicated to helping you achieve your goals and excel in the real estate market. Join us today and take the first step towards a successful and fulfilling career in real estate.
TREI Real Estates institute
TREI Real Estates Institute is a family-oriented institution located at 13526 Village Park Drive in Orlando, Florida, United States. We pride ourselves on creating a community of students who are eager to learn and grow together. Our experienced instructors are dedicated to providing top-notch education in the real estate industry, helping you take that first step towards professionalism and success. By enrolling in one of our courses, you will have access to excellent educational content that will enhance your knowledge of the real estate world. We provide ongoing support and guidance to ensure that you achieve your learning goals. Our online platform offers flexibility, allowing you to learn at your own pace and on your own schedule.
The Prestigious Scholars
Welcome to The Prestigious Scholars, located at 9999 Prestigous Estate in Jacksonville, Florida, United States. Our faith-based academy is dedicated to helping individuals of all ages reach their full potential and achieve their goals. Whether you are a young student or a mature adult, we have a program for you. At The Prestigious Scholars, we believe that learning is easier when you have excellent teachers. Our passionate team offers a variety of advancement classes and workshops tailored to your needs. From our "Bright Toddler Scholar" program for children aged 1-4, to our "ACED IT" tutoring for K-College students, to our "The Village" Senior Citizens Camp, we have something for everyone.
Nancy Mitchell
Nancy Mitchell is a reputable health institution located at 132 South Tyndall Parkway in Panama City, Florida. This institution offers a wide range of services including pharmacy and health products. With a focus on providing top-quality care and products, Nancy Mitchell is a trusted destination for all your health and wellness needs. Visit us today to experience exceptional service and expert advice in a welcoming environment.
Bruce Hagan CFP
Bruce Hagan CFP, located at 3116 Capital Circle Northeast in Tallahassee, Florida, is a finance institution that specializes in retirement planning and financial advising. With decades of experience, Bruce Hagan CFP offers personalized and comprehensive services to help you reach your financial goals. They provide a consultative service that includes a thorough review of your current retirement strategy, an evaluation of your financial standing, and a determination of essential retirement income needs. Using the most up-to-date financial tools and strategies, Bruce Hagan CFP offers a disciplined investment approach that is designed to help your assets last a lifetime. Their unique method of investing includes a core portfolio that matches income to known liabilities and a satellite portfolio that aims to outpace inflation and provide growth.
New Home Co-Broker Academy LLC
New Home Co-Broker Academy LLC is located at 7208 West Sand Lake Road in Orlando, Florida. Earn your New Home Co-Broker (NHCB) Certification and learn how showing new homes can increase your productivity and turn potential buyers into ready-to-buy clients. Testimonials from previous students rave about the course's effectiveness in helping them sell new homes and gain listings. The NHCB Certification Package includes a one-year membership in the MyNHCB Community, where you can access valuable resources, attend workshops, and make valuable connections. Enroll now to build confidence and credibility with builders and on-site agents. Take advantage of our split payment plan option and start your journey to becoming a certified NHCB. Additionally, our "How to Build A New Homes Niche" online course and downloadable PDF document provide you with the tools and knowledge you need to succeed in the new home sales market. Join us and discover the key steps to sales success with the guidance of industry expert David Fletcher.
The Retirement Advisor University
The Retirement Advisor University is a prestigious institution located at 4514 Main Street in Jupiter, Florida, United States. Our mission is to provide financial professionals with the knowledge and skills needed to effectively advise clients on retirement planning. Our comprehensive curriculum covers a wide range of topics, including investment strategies, tax planning, estate planning, and risk management. With expert faculty and a dynamic learning environment, we are committed to helping advisors enhance their expertise and build successful practices. Join us at The Retirement Advisor University and take your career to the next level.
Brutus Lederl: Primerica - Financial Services
Brutus Lederl: Primerica - Financial Services is a reputable finance and insurance agency located at 1649 Williamsburg Square in Lakeland, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Brutus Lederl: Primerica - Financial Services is committed to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Christopher Schultz, Modern Woodmen Fraternal Financial
Christopher Schultz, Modern Woodmen Fraternal Financial is a finance and insurance agency located at 265 East Marion Avenue, Punta Gorda, Florida, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative with Modern Woodmen, you can make a positive impact for your family and community by meeting current needs, achieving future dreams, and planning for all stages of life. Modern Woodmen offers a portfolio of high-quality financial products to help meet a wide range of life needs. Members have access to benefits and programs that can impact their community. If you are unable to find a Modern Woodmen representative in your community, they are available to help. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Check the background of the firm or representative on FINRA's BrokerCheck. Products are available in most states.
Eola Park Centre
Eola Park Centre is a vibrant and dynamic institution located in the heart of Orlando, Florida. Situated at 200 East Robinson Street, this unique establishment serves as both a picturesque park and a reputable real estate agency. The park offers a tranquil oasis in the midst of the bustling city, with lush greenery, serene water features, and stunning views of Lake Eola. Meanwhile, the real estate agency provides top-notch services for those looking to buy, sell, or rent property in the area. Whether you're strolling through the park or seeking expert guidance on real estate matters, Eola Park Centre is the perfect destination for both relaxation and productivity.
Sieg Jenny S
Sieg Jenny S is a reputable law firm located at 5207 Marine Parkway in NEW PRT RCHY, Florida, United States. Specializing in various legal areas, their team of experienced lawyers provides top-notch legal services to clients in need of expert representation. With a commitment to excellence and a track record of success, Sieg Jenny S is dedicated to advocating for their clients' rights and achieving favorable outcomes in their legal matters. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice in a different area, Sieg Jenny S is here to help. Trust in their expertise and professionalism for all your legal needs.
Pippen Jr Joseph F
Pippen Jr Joseph F is a reputable law firm located at 42725 US Highway 27 in Davenport, Florida, United States. Specializing in various areas of law, the institution is known for its dedication to providing top-notch legal services to clients. With a team of experienced lawyers, Pippen Jr Joseph F is committed to delivering expert legal advice and representation to individuals and businesses alike. Whether you are in need of assistance with a personal injury case, real estate transaction, or business dispute, you can trust Pippen Jr Joseph F to handle your legal matters with professionalism and integrity. Contact them today for a consultation to discuss your legal needs.
Marc J. Soss, Esquire
Marc J. Soss, Esquire is a reputable institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, they offer expertise in Estate Planning, Business and Corporate Law, as well as Probate and Trust Administration. Since 1992, Marc J. Soss has been providing top-notch legal representation to individuals and corporate entities in Southwest Florida, including Sarasota, Siesta Key, Longboat Key, and Naples. With a focus on Estate Planning, Asset Protection, and Business Transactions, Marc J. Soss caters to a diverse clientele including business owners, retirees, and individuals seeking to safeguard their assets. Clients can expect personalized attention, tailored legal services, and a high level of expertise from Marc J. Soss, who prides himself on forming long-lasting relationships with each client.
Neil R. Covert, P.A., Law Offices
Neil R. Covert, P.A., Law Offices is a legal institution located at 311 Park Place Boulevard, Clearwater, Florida, United States. Specializing in Estate Planning, Advanced Elder Law Planning, Probate & Trust Administration, the institution offers services for single individuals, married couples, traditional or blended families. With a focus on protecting children's inheritances from divorces, lawsuits, and ensuring alignment of all assets to avoid probate, the institution also provides workshops and programs to educate families on estate planning and long-term care planning. Additionally, the institution offers Private Client Portals for secure document viewing, Family Workshops, Annual Webinars, and Client Family Reunion Banquets for continuous support and education. With a commitment to streamlining the administration of probate estates and ensuring the preservation of assets for future generations, Neil R. Covert, P.A., Law Offices strives to provide personalized and comprehensive legal services for families looking to secure their legacies.
Neil R. Covert, P.A., Law Offices
Neil R. Covert, P.A., Law Offices is a law firm located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Specializing in Estate Planning, Advanced Elder Law Planning, Probate & Trust Administration, the institution offers comprehensive services to ensure that your family is taken care of in a simple, seamless, and automatic manner. Attend one of their free workshops to learn how to protect your assets and ensure that your loved ones are provided for. With services tailored for single individuals, married couples, traditional or blended families, and advanced planning for blended families, Neil R. Covert, P.A. provides will and trust planning, health care documents, powers of attorney, and emergency health care access within 3 minutes in the event of a medical emergency.
Lorelei Law, PLLC
Lorelei Law, PLLC is a law firm located at 4830 West Kennedy Boulevard in Tampa, Florida. Specializing in estate planning, they offer personalized services that go beyond just document preparation. Their team of legal and healthcare experts work together to create comprehensive estate plans that take into account financial, health, and emotional considerations to provide holistic protection for you and your family. In addition to traditional estate planning services, Lorelei Law, PLLC offers a unique "Sentimental Package" initiative that captures your values and wisdom for future generations to cherish. They also focus on honoring the sentimental value of small tangible assets often overlooked in estate planning, ensuring continuity of cherished memories.
The Law Offices of Alina E. Altamirano, P.A.
The Law Offices of Alina E. Altamirano, P.A. is a prestigious legal institution located at 621 Northwest 53rd Street in Boca Raton, Florida, United States. Specializing in complex real estate law, estate planning law, wills and trust law, guardianship law, probate law, homeowners, and condominiums law, Alina E. Altamirano is a highly experienced lawyer dedicated to providing her clients with top-quality legal representation and personalized service. With over 15 years of experience in the real estate and condominium industry, Alina is well-versed in all aspects of the law and is committed to helping her clients protect their rights and interests. She offers a Free Estate Planning Workshop with a Last Will and Testament Lawyer, as well as a FREE Estate Planning Booklet to assist clients in planning for their future.
David Nagy, Foresight Financial Planners, Inc
David Nagy, Foresight Financial Planners, Inc is a reputable financial institution located at 2041 Camden Loop in Davenport, Florida, United States. Specializing in financial planning and investment management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on foresight and strategic planning, we provide personalized solutions tailored to each client's unique needs and objectives. Trust David Nagy, Foresight Financial Planners, Inc to guide you towards a successful financial future.
Durham Loyal
Durham Loyal is a finance institution located at 2250 Northwest 136th Avenue in Pembroke Pines, Florida, United States. Our mission is to help our clients live out their retirement dreams by providing valuable education and empowering them to make informed financial decisions. We take a holistic approach to retirement planning, considering factors such as wealth preservation, guaranteed income strategies, health care planning, and estate and tax planning. We offer a variety of services, including retirement planning, guaranteed income strategies, wealth preservation, estate and tax planning, international wealth preservation, and health care planning. Our team is dedicated to helping you make the most of your retirement benefits and achieve financial security.
Rogan & Associates
Rogan & Associates is a financial institution located in Safety Harbor, Florida, United States. With decades of experience in the industry, our team of veteran financial planners is dedicated to helping clients achieve financial peace of mind. We create personalized financial plans that adapt to your life's changes and goals, while keeping you informed with the latest industry news through our blog and social media channels. Join us for exclusive workshops on financial, retirement, and estate planning, and meet our panel of experts on a fun and relaxing cruise. During uncertain times, we provide guidance and reassurance to help you navigate through any surprises that may come your way. With our team by your side, you can be confident in your financial future.
Erin Emnett
Erin Emnett, located at 200 9th Avenue North in Safety Harbor, Florida, is a finance institution dedicated to providing clients with financial peace of mind. With a team of experienced financial planners, they create personalized plans that adapt to the changes in clients' lives. By building strong relationships with clients, Erin Emnett helps them achieve their current goals, manage unexpected surprises, and stay on track towards their life goals. Stay updated on the latest industry news by following their blog at www.whyweplan.com and on social media. Erin Emnett also offers exclusive workshops on financial, retirement, and estate planning, making learning about finances a fun and relaxing experience. Join their panel of experts on a cruise to sound financial planning.
Legacy Foundation at Shell Point
The Legacy Foundation at Shell Point, located at 15010 Shell Point Boulevard in Fort Myers, Florida, is a specialized non-profit organization dedicated to providing financial and wealth planning concierge services exclusively for residents of Shell Point. The Legacy Family Service offers a complimentary review of estate plans and advance directives, wealth transfer planning, financial services, educational workshops, and referrals to trusted legal, financial, and tax professionals. The institution believes in helping individuals leave a lasting legacy that reflects their values, faith, relationships, and resources. Consultation with qualified advisors is recommended before making any decisions, as the institution prioritizes client confidentiality and data security.
Family Office Club
The Family Office Club, located in Key Biscayne, Florida, is a leading institution in the finance industry. Founded in 2007, it has grown to become the largest association in the industry with over 4,000 registered ultra-wealthy investors globally. The institution hosts events with 400 investors, 125 speakers, and 1,000 attendees, making it the #1 private investor club event in New York City in 2024. The Family Office Club offers a dynamic and fast-paced environment for investors and those seeking investment for their companies, private equity firms, or real estate businesses. Members have access to exclusive benefits, including personalized analysis reports on marketing materials, website, and social media pages, as well as insights on generating more investor leads.
Art Plaza Tower
Art Plaza Tower is a premier institution located at 58 Northeast 14th Street in Miami, Florida. This iconic building serves as a hub for the arts, showcasing a diverse range of contemporary artworks from both local and international artists. With its sleek and modern design, Art Plaza Tower stands out as a landmark in the Miami skyline. The institution hosts regular exhibitions, events, and workshops, making it a vibrant cultural destination for art enthusiasts and the general public alike. Whether you're a seasoned art connoisseur or simply looking to explore something new, Art Plaza Tower offers a unique and inspiring experience for all visitors.
Sands of Grace
Sands of Grace is a unique institution located at 4585 Luke Avenue in Destin, Florida, United States. As a real estate agency, we specialize in helping clients find their dream homes in the beautiful coastal region of Florida. Our team of experienced agents is dedicated to providing top-notch service and guidance throughout the buying or selling process. In addition to our real estate services, Sands of Grace also operates as a travel agency, offering personalized vacation packages and accommodations in Destin and the surrounding areas. Whether you're looking for a beachfront rental or a luxury villa, our team will work tirelessly to ensure your vacation is unforgettable.
IMD Miami
IMD Miami is a premier real estate and travel agency located at 475 Brickell Avenue in the vibrant city of Miami, Florida. Our dedicated team of professionals is committed to providing top-notch services for all your real estate and travel needs. Whether you are looking to buy, sell, or rent a property in Miami, or plan your dream vacation, IMD Miami is here to help. With our expertise and personalized approach, we strive to make your real estate transactions and travel experiences seamless and unforgettable. Contact us today to learn more about how IMD Miami can assist you in achieving your real estate and travel goals.
Beach Dreams
Beach Dreams is a premier real estate and travel agency located at 59 Seaward Drive in the picturesque Santa Rosa Beach, Florida. Specializing in beachfront properties and dream vacations, Beach Dreams is your one-stop shop for all things related to coastal living and travel. Whether you are looking to buy a vacation home or plan the ultimate beach getaway, our team of experienced professionals is here to help make your dreams a reality. Contact us today to start living your beach dreams!
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