Revocable Living Trusts: Problems & Pitfalls explained in free education roundtables in Venice

Raul Elizalde

Raul Elizalde

Raul Elizalde, president and chief investment officer of Sarasota-based Path Financial, and Dennis Makarewicz, founder of First Security Capital Management of Venice, will lead a series of three, free, educational roundtables, open to the public, explaining the key concepts of legal and financial protection of family assets, with a focus on revocable living trusts. Guest speaker will be Venice estate planning attorney Mary Olsson. The free roundtables are offered Tues., March 17, at 2 p.m. ; Wed., March 18 at 10 a.m.; and Thurs., March 19, at 2 p.m. Each event will be held at First Security Capital Management’s Education Center in Venice, located at 1491 E. Venice Ave. To register, call 941-483-3732.

Discussion topics will include how to develop a disciplined investment plan within trust vehicles; how to prepare for the next market crash; how to apply Benjamin Graham’s margin of safety rule to a portfolio; and how professional investment advisors use “stop-loss” measures to protect capital.

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