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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

The Benefits of Florida Residency

Bond Risk and How to Avoid It

Estate Planning Mistakes

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

graph is a grey

Chart of the Day: Life Satisfaction Over Time

April 16, 2024

Today’s Chart of the Day is from an article discussed in "A Wealth of Common Sense" by Ben Carlson with data from a research paper by David...

S&P 500 shown in red, dollar shown in blue

Chart of the Day: Inflation vs. Stocks

April 11, 2024

Today’s Chart of the Day comes from Charlie Bilello with information from YCharts. Over the last 30 years, inflation reduced the value of a dollar by...

young girl giving money to a teller

When is the Right Time to Start Talking to Your Children about Money?

April 10, 2024

When should parents talk to their children about money and how does one go about it? Just as you wouldn't throw a child into a swimming pool without...