Seminars

Upcoming Estate Planning/ Living Trust Seminars:

"I have attended more than a dozen Estate Planning Seminars, but yours is the first one that I could truly understand the complexity of the issues..."Thank you for making the whole process as stress free as possible..." 

-One of our many happy clients

Joshua O. Dorcey speaks at roughly 50 Living Trust or Estate Planning seminars a year, and drafts a monthly newsletter with a readership of over 500.  He also provides bi-monthly Will and Trust review days at local banks for their selected clients.  Each seminar is teamed with an experienced Financial Planner and is tailored for the specific audience.

Generally, Joshua?s father, Dr. Randolph B. Dorcey (Randy) of Dorcey and Associates Financial Services accompanies him at the seminars. During his twenty-five years as a Financial Planner and Trust Funding Specialist Randy has grown his client book to contain over 700 trust clients here in Southwest Florida.

Randy and Joshua are known for their easy to understand Estate Planning Seminars on Senior Financial Planning, Avoiding Probate, Living Trusts, Medicaid, and Asset Protection.  Please contact us today to reserve a spot at our next seminar!

Free Living Trust Seminars:
Please check back soon or call us today at 239-418-0169 for more Free Living Trust Seminars in Fort Myers, Florida, Lee County, Florida, Cape Coral, Naples or Port Charlotte Florida.
Free Estate Planning Seminars:
Please check back soon or call us today at 239-418-0169 for more Free Estate Planning Seminars in Fort Myers, Florida, Lee County, Florida, Cape Coral, Naples or Port Charlotte Florida.