My financial literacy company, Literacy to Legacy Mentors™ Reframing Your Financial Future, A Pratt Prosperity Company, was launched on April 28, 2021 in celebration of Financial Literacy Month.
Based on growing interest, I am delighted to announce my expanded “Financial Freedom Education” event series, my “Entrepreneur Spotlight” quarterly event series, and my private mentoring packages.
Beginning in January 2022, I will continue to host complimentary bi-monthly trusts and estates, tax, education and small-to-mid-sized business and personal finance “Financial Freedom Education” events.
My special guests will include members of my strategic partner network who are seasoned trusts and estates attorneys, tax strategists and accountants, education experts, as well as the nation’s leading college financial aid advisor, each exemplifying prosperity, financial freedom, and independence!
My newly launched “Entrepreneur Spotlight” events will be hosted quarterly, featuring successful and profitable entrepreneurs whose companies have stood the test of time, and that are fiscally and socially responsible.
Each of my events are hosted via Zoom on Wednesday night from 5:30 – 6:30 p.m. EDST. Registration is required, and upon receipt the event Zoom link will be emailed to you with your confirmation.
In 2022, I will be launching my transformational business and personal finance workshops via Zoom on a variety of topics, as well as unique one-day, in-person “Financial Wellness and Wellth Retreats” in Fairfield County, Connecticut, and Stratton Mountain, Vermont. Details on my workshops and retreats are forthcoming, so please stay tuned!
My company vision and mission: “At Literacy to Legacy Mentors, we educate, inspire, and motivate people to master their financial lives and live prosperously through personal finance education and mentoring.”
I look forward to helping you to expand your financial knowledge and to live a more prosperous life!
My very best wishes for a Happy, Healthy, and Prosperous New Year!

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Maximize Your Assets Using My Winning Year-End Estate and Tax Planning Strategies!

December 15, 2021 @ 5:30 pm - 6:00 pm

Maximize Your Assets Using My Winning Year-End Estate and Tax Planning Strategies!

Fred Bollaci, Trusts & Estates Attorney, MBA, with 20-years of experience guiding individuals, families, and retirees in the State of Florida, will be my Financial Freedom Education Series special guest via Zoom on Wednesday, October 27th from 5:30-6:00 p.m. EDST for Part One, and Wednesday, December 15th , from 5:30-6:00 p.m. EDST for Part Two.

In Part One, Fred will share his winning strategies that have helped his clients not only maximize their assets, but also have helped them to build a legacy for generations to come.
Fred will expertly intepret and explain each of the new laws, how they will affect your estate and your bottom line, and what steps to take to protect your assets.

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Details

Date:
December 15, 2021
Time:
5:30 pm - 6:00 pm
Cost:
Complimentary
Event Category:

Venue

Zoom