

# Event Details

- **Event Name**: FREE SEMINAR: Preserve. Protect. Pass it On. 
- **Event Start and End Date**: Wed, 12 Nov, 2025 at 06:00 pm
- **Event Description**: ?️ 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, &amp; there is no obligation to schedule services with any presenter.
- **Event URL**: https://allevents.in/venice/free-seminar-preserve-protect-pass-it-on/200029185665749
- **Event Categories**: workshops
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://qrco.de/bgN3GF?utm_source=AllEvents.in&utm_medium=event-discovery-platform&utm_campaign=venice-events

## Event venue details

- **city**: Venice
- **state**: FL
- **country**: United States
- **location**: Venice Community Center
- **lat**: 27.09515
- **long**: -82.44694
- **full address**: Venice Community Center, 326 Nokomis Ave S, Venice, FL 34285-2416, United States

## Event Organizer details

- **affiliate_id**: 2
- **organizer**: Ledbetter Cowan Law Group (https://allevents.in/org/ledbetter-cowan-law-group/26033097)

## Event gallery

- **Alt text**: banner
  - **Image URL**: https://cdn-az.allevents.in/events3/banners/9b5ac1f39d47da0d6b6d851cf20b8aaa14947017be92c60691e4582d524f38d8-rimg-w1200-h630-dc011e41-gmir?v=1762961208
- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events3/banners/9718b945659c16f910ce5153b6c8b2236eb9094b0b797e3ffb8c01bbb889c390-rimg-w300-h300-dc033161-gmir?v=1762961208

## FAQs

- **Q**: When is the event happening?
  - **A:** Wed, 12 Nov, 2025 at 06:00 pm
- **Q**: Where is the event happening?
  - **A:** Venice Community Center, 326 Nokomis Ave S, Venice, FL 34285-2416, United States
- **Q**: Who is organizing the event?
  - **A:** Ledbetter Cowan Law Group
- **Q**: What type of event is this?
  - **A:** workshops
- **Q**: Where can I find ticket details about FREE SEMINAR: Preserve. Protect. Pass it On.  ?
  - **A:** You can find ticket details about this event on AllEvents.

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