Join Us for an Exclusive Event on
Wills & Living Trusts
Register to be our guest at this unique and FREE educational event hosted by:
Rise Management
*By submitting, you agree to be contacted via phone, email, and text by a licensed representative with Rise Management regarding Wills & Living Trusts. Msg & data rates may apply.
Available Events
Tuesday
April 29th
1:00 pm
Days
Hours
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Tuesday
April 29th
6:00 pm
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Hours
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Thursday
May 1st
1:00 pm
Days
Hours
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Seconds
For educational purposes only – nothing will be sold at this seminar. This class is not affiliated with and is offered independently of Land O’Lakes Recreation Complex.
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
Daniel Dana
Daniel Dana, educator and strategist, enjoys helping families and “teaching the man to fish for himself,” and he is consistent throughout all stages of his guidance. Daniel holds a master’s degree in labor law and is a former secondary and post-secondary instructor. He was awarded the Eli Broad Business Management Scholar of Excellence Award in 2021 for his strategic insights that kept small businesses open during the COVID years. Daniel has been educating communities across the Eastern United States for nearly a decade, and he prides himself on sharing tools and strategies to properly prepare families for their future financial and estate planning needs. He is devoted to serving each of his clients with the utmost diligence.
Sabrina Frank
Sabrina Frank is the Founder/COO of Rise Management and co-owner of Gemini Financial Group in Tampa Florida. As the company’s national product specialist in Medicare, health insurance, life insurance and annuities, Sabrina coaches and trains agents and advisors not only in her home state of Florida but also throughout the United States. Sabrina possesses a big heart and thrives on supporting clients, advisors, and agents alike. From the nursing degree she earned from Lincoln Memorial University, she seamlessly channels her passion for care into the realm of financial planning and is dedicated to helping others navigate their life’s journey.
Marni Frank
Marni Frank has been a successful business owner for over 30 years, owning companies in New York and Florida. She now owns Gemini Financial Group, Inc., with her daughter Sabrina Frank. She has a strong business background and a passion to serve others. She and her team have helped thousands of families with estate planning, concentrating on life, wealth, and health. She has won prestigious awards such as the Tampa Bay Business Journal philanthropic award and Tampa Bay Businesswoman of the Year finalist. She puts her heart and soul into everything she does and offers above and beyond personalized attention to her clients.
Directions
Land O'Lakes Recreation Complex
3032 Collier Pkwy, Land O’Lakes, FL 34639