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Seminars

Learn from the experts.

We’re proud to conduct free educational seminars led by our experienced Wealth Strategists.

Seminar

Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones. 

There are currently no upcoming seminars. Please check back later for new dates and topics.

Upcoming Seminars

Our seminars cover a wide array of topics about advanced planning and trust management. Learn how you can achieve your financial goals for yourself and your loved ones.

Estate Planning Basics

Investment Planning Essentials

Financial Planning Fundamentals

Schedule a free appointment to review your estate planning documents.

Schedule a free, 30-minute one-on-one appointment to review your trust, will, power-of-attorney, and healthcare directives. We will help you answer these questions:
  • Are your will, trust, durable power of attorney, and health care documents up to date?
  • Does your living will and designation of healthcare surrogate accurately reflect your wishes?
  • Is your will or trust fully funded to avoid probate?
  • Will your estate plans from your home state function properly in Florida?
  • Are your assets properly titled and appropriate beneficiaries designated?

Blog

On Our Minds

map of the United States divided by county, Florida's mega region is shown in light purple

Chart of the Day: Florida's 6%

June 20, 2024

Today’s Chart of the Day with data from the US Census Bureau compiled by Michael Arouet shows that 52% of the US population lives in seven “Mega...

Picture of happy older hispanic woman spending time with her two young grandsons

Plan Ahead: Prepare for Your Future with Estate Planning

June 19, 2024

Many of us were taught from a young age that it’s not polite to talk about money or ask about beneficiaries. These topics can be awkward and...

Map of the world in gray with green areas illustrating that 50% of the world's GDP (Gross Domestic Product) comes from areas that only make up 3.6% of the total world's land mass.

Chart of the Day: Half of World GDP

June 13, 2024

Today’s Chart of the Day from Epic Maps, @Locati0ns on X, shows that 50% of the world’s Gross Domestic Product (aka GDP, which is a measure of all...