May Luncheon

Date: Tuesday, May 14, 2019
Time: 11:30am - 1:00pm
Location: Charlotte Harbor Yacht Club
Speaker: Florrie Willis, Lincoln Financial

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"Planning for Long Term Care Expenses"

We are proud to welcome Florrie Willis from Lincoln Financial for a presentation on using asset-based long term care insurance to leverage assets to pay for long term care expenses later in life.  

Florrie joined the Lincoln Financial MoneyGuard team in April 2010 and has 15+ years of experience in the financial services industry.  In her current capacity as MoneyGuard External Wholesaler in Central Florida, Florrie helps financial advisors create strategies to reduce the impact of long-term care expenses on client assets.  

Florrie holds FINRA Series 6, 66 and 63 registrations, and state life and health licenses. She received a BA in Urban Studies from The University of Pennsylvania.  

Florrie lives in Tampa with her husband, Patrick, and two girls, Georgie (6) and Annabelle (4). In her free time, Florrie enjoys spending time with family and friends, yoga and also serves as a Board Member of the Trustee Foundation for the Boys and Girls Club of Tampa Bay. 

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