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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

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

Chart of the Day: Mega-Cap Tech for the Win

Chart of the Day: Mega-Cap Tech for the Win

September 27, 2023

Today’s Chart of the Day shared by @KobeissiLetter on X, formerly known as Twitter, shows that seven companies, often called “The Magnificent Seven”...

existing homes in green, and new homes in purple. The two lines meek at $416k

Chart of the Day: Existing Equal to New

September 26, 2023

Today’s Chart of the Day from The Kobeissi Letter, @KobeissiLetter on X, shows that the prices of new homes are falling and are now the same price as...

Choose Local: 10 Benefits of Community Banks

Choose Local: 10 Benefits of Community Banks

September 21, 2023

Community banks are threaded into the local economy of many towns in the country. By serving the local residents and businesses with necessary...