Estate Planning Workshops

Discover How to Protect Your Assets at our Workshops

Estate planning is not just about managing your assets; it’s about safeguarding your legacy, ensuring your wishes are honored, and providing security for the ones you love. Understand the intricacies of estate planning, from its numerous advantages to the common pitfalls to avoid, by joining us at our enriching lunch and learn workshops.

At Safe Harbor Law Firm, we believe in the power of education. Our workshops are not only about imparting legal knowledge but also about empowering our clients to make informed decisions regarding their assets, family, and future. Here’s what you can expect when you attend one of our workshops:

Key Takeaways from Our Workshops

• The 3 vital steps in estate planning: Understanding regulations, recognizing potential threats, and knowing your available options.
• Proactive measures to secure your hard-earned assets from potential threats such as the expensive long-term care costs.
• Strategies to sidestep the complexities, delays, and costs of probate.
• The 7 pivotal reasons why estate planning is essential for you.
• Essential planning documents and the significance behind each one.
• A comprehensive overview of Medicaid, its eligibility criteria, and other potential sources of financial aid for long-term care.
• Delving into the advantages of long-term care insurance.
• Benefits and strategic purposes of trusts in estate planning.
• Insights into minimizing or evading estate and other associated taxes.

Upcoming LIVE SEMINARS

How to Protect Your Asset in 3 Easy Steps in FL at “AAA Fort myers”

Tuesday, January 20th, 2026 at 11:00 am – 12:00 pm

AAA Fort Myers, 2516 Colonial Blvd., Fort Myers, FL 33907

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Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Naples”

Tuesday, January 27th, 2026 at 11:00 am – 12:00 pm

AAA Naples, 5401 Airport-Pulling Rd N, Naples FL 34109

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Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Naples”

Tuesday, February, 10th 2026 at 11:00 am – 12:00 pm

AAA Naples, 5401 Airport-Pulling Rd N, Naples FL 34109

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Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Fort myers”

Tuesday, February, 17th, 2026 at 11:00 am – 12:00 pm

AAA Fort Myers, 2516 Colonial Blvd., Fort Myers, FL 33907

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Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Naples”

Tuesday, February, 24th 2026 at 11:00 am – 12:00 pm

AAA Naples, 5401 Airport-Pulling Rd N, Naples FL 34109

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Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Fort myers”

Tuesday, March, 3rd, 2026 at 11:00 am – 12:00 pm

AAA Fort Myers, 2516 Colonial Blvd., Fort Myers, FL 33907

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Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Naples”

Tuesday, March, 10th 2026 at 11:00 am – 12:00 pm

AAA Naples, 5401 Airport-Pulling Rd N, Naples FL 34109

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Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Fort myers”

Tuesday, March, 17th, 2026 at 11:00 am – 12:00 pm

AAA Fort Myers, 2516 Colonial Blvd., Fort Myers, FL 33907

Register Now

Event Registration

Name(Required)

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Select the Workshop you'd Like to Attend(Required)

Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Naples”

Tuesday, March, 24th 2026 at 11:00 am – 12:00 pm

AAA Naples, 5401 Airport-Pulling Rd N, Naples FL 34109

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Name(Required)

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Select the Workshop you'd Like to Attend(Required)

Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL at “AAA Fort myers”

Tuesday, March, 31st, 2026 at 11:00 am – 12:00 pm

AAA Fort Myers, 2516 Colonial Blvd., Fort Myers, FL 33907

Register Now

Event Registration

Name(Required)

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Phone

Number of Attendees(Required)

Florida Resident(Required)

Yes

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Marital Status(Required)

Single

Married

Select the Workshop you'd Like to Attend(Required)

Select Event LocationHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, January 20th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, January 27th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, February 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, February 24th, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 3, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 10, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 17, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Naples – Tuesday, March 24, 2026 at 11:00 am – 12:00 pmHow to Protect Your Asset in 3 Easy Steps – AAA Fort Myers – Tuesday, March 31, 2026 at 11:00 am – 12:00 pm

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Live Webinars

How to Protect Your Asset in 3 Easy Steps in FL

Thursday, January 22nd, 2026 at 4:00 pm

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How to Protect Your Asset in 3 Easy Steps in FL

Wednesday, December 10th, 2025 at 4:00 pm

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Pam Buff Baker, Esq.

Owner and Founder

Helen MENA

Senior Associate Attorney

Thomas “Tom” LaTorre, Esq.

Attorney

Brittany Cocchieri, Esq.

Attorney