🛡️ Preserve. Protect. Pass It On.
A Strategic Guide to Managing Wealth in Today’s Economy and Beyond
Join three respected professionals for a free seminar focused on how to protect your portfolio, reduce taxes, and plan your legacy with clarity and confidence.
📅 Wednesday, November 12, 2025
🕕 6:00–7:00 PM
📍 Venice Community Center – Room E
326 Nokomis Ave S, Venice, FL 34285
You’ll Learn:
✔️ How today’s economy may impact your portfolio—and what to do about it
✔️ Tax-minimizing strategies like direct indexing and tax-loss harvesting
✔️ How annuities and structured notes can help protect your investments
✔️ Legal tools to safeguard your assets during market uncertainty
✔️ How Trusts, Advance Directives, and smart asset titling support your estate plan
✔️ Using 529 Plans and other tools to reduce estate taxes
✔️ What Florida’s new “Big, Beautiful Bill” means for your legacy
✔️ Why aligning your legal and financial plans brings lasting peace of mind
Featured Speakers:
• Steven W. Ledbetter, Esq. – Ledbetter Cowan Law Group
• Chris P. Bardos, CFS, MS – Senior Portfolio Manager
• David Slates, CIMA® – Managing Partner, Northpointe Wealth Management
✅ Free to attend – registration required
This is a free educational event. No products will be sold, & there is no obligation to schedule services with any presenter.
Also check out other Workshops in Venice.
