David Happe has been invited to be the keynote speaker for a private seminar for a group of seniors in Pinellas County. He’s the CEO and founder of Form America LLC, a non-attorney Tampa firm scaling nationally that provides low cost document assistance to seniors who need help with paperwork preparation without the expense of hiring an attorney. Form America has been featured on radio shows, in print publications and operates a dozen affiliate websites across the State of Florida.
Topics for the lecture series will include :
Final Expense Insurance (Happe is a licensed Florida insurance agent)
Self-Proving Last Will and Testament
Durable Financial Power of Attorney
Advanced Medical Directives
Living Trusts, do you need one? (probably not!)
Letter to Survivors
Final Arrangement Instructions
Grandchild insurance
Happe offers a free seminar (with no sales pitch) for seniors called “Coffee and Uncomfortable Conversations.”
If you’d like Dave to speak at your event of 20 people or more, contact help@formamerica.com for scheduling and topic selection. We can tailor the address to the needs or interests of your group, and we provide the refreshments.
Form America LLC operates FinalExpenseAmerica.com, and Happe is licensed by the State of Florida for insurance and annuities.