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Learn from the experts.

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


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. 

Upcoming Seminars

Will and Trusts: Creation and Funding

Selecting a Successor Trustee to Minimize Stress on Family

Out-of-State Wills & Trusts and the Benefits of Florida Residency

Mutual Funds vs. Exchange Traded Funds

Estate Planning Mistakes

Seminar Events at Punta Gorda Isle Association

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?


On Our Minds

Map of US states colored based on population changes from 2020 to 2023.

Chart of the Day: Florida is Second in the Nation

February 27, 2024

Today’s Chart of the Day comes from Apollo Global Management with data from the Census Bureau showing the change in population by state from July...

stock market in blue, 10-Year Treasury in green

Chart of the Day: Rolling, Rolling, Rolling

February 22, 2024

Today’s Chart of the Day from with data from shows the rolling 10-year return of the market going back 85 years.

Factors Over Time

February 20, 2024

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the...