You're Exclusively Invited to Attend
Wills & Living Trusts
Register to be our guest at this unique and FREE educational event.
Presented by Alliance Arete Financial.
*By submitting, you agree to be contacted via phone, email, and text by a licensed representative with the above firm regarding Wills & Trusts. Msg & data rates may apply.
Available Events
Wednesday
May 14th, 2025
12:00pm
What You'll Learn
An Estate Plan is vital for any individual, couple, or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the most common costly mistakes. We’ll cover the following topics, in easy to understand terms:
- The advantages and disadvantages of Wills and Living Trusts
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
- How Probate Court works and why you may want to avoid it for your family
- Why putting property in your children’s names may be a mistake
- Common missteps by families raising children with challenges, disabilities or special needs
- Protecting your home from being swallowed up by the Costs of Nursing Home Care
- Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
- Best practices for naming retirement accounts and Life Insurance beneficiaries
- How the new Secure Act affects your Trust and/or Retirement Accounts.
Be our guest at this unique and FREE educational event.
If married, spouses are encouraged to attend. Adults only.
Get to Know Your Hosts
Angela Riddle
Alliance Arete Financial
Angela Riddle started her career in financial services in 2010 in Los Angeles, California after earning her bachelor’s degree in Sociology from the University of Santa Barbara, California. She was born and raised in Santa Barbara California but decided to move to the big city of Los Angeles to pursue a career in financial services. Angela has always been a top sales producer and has a gift for building relationships with her clients. Angela has built her clientele to over 1,800 families, where she focuses on helping clients with their life insurance, retirement, and financial needs. In 2020 Angela moved to beautiful Ponte Vedra Beach Florida where she married her husband Andy Riddle 3 years later. Together they are on a mission to serve and help as many families as possible.
Mo Dadkhah
Main Street Real Estate Group
Mo Dadkhah is the broker owner of Main Street Real Estate Group and for the last fifteen years has focused his attention primarily on estate planning, real estate, and corporate law. Mo has been named a Top 50 Attorney by the Top 100 Magazine, his Firm has been selected as an Inc. 5000 list of fastest-growing companies, and he has been named as a Chicago Agent Magazine Who’s Who for seven consecutive years. He has also been the host of WGN’s Market Overdrive radio show.
Mo brings a wide range of knowledge in estate planning, real estate, and corporate law together to best guide his clients on how to best protect themselves.
Directions
Pablo Creek Regional Library
13295 Beach Blvd, Jacksonville, FL 32246