Enough Noise. Let’s Talk Facts.

This intimate gathering is for those who value insight and strategy, in a focused, straightforward conversation on the topics that could impact you. Together, we’ll explore strategies to help you:

  • Clarify what matters most and make financial decisions that support your long-term goals.
  • Prepare for the future by creating a plan for transferring wealth to the people you care about most.
  • Bring your advisors together so every part of your financial life works in harmony.
  • Gain clarity around the risks, tax implications, and estate considerations that shape your plan.
  • Protect what you’ve built with a strategy designed to preserve and strengthen your legacy.

Select a Date and Reserve Your Spot

Seasons 52
8930 Tamiami Trail N, Naples, FL 34108

Thursday, May 14, 2026 | 6:00 PM
6:00 PM – Drinks & hors d’oeuvres
6:30 PM – Program
Dinner to follow

REGISTER: May 14

Wednesday, May 20, 2026 | 6:00 PM
6:00 PM – Drinks & hors d’oeuvres
6:30 PM – Program
Dinner to follow

REGISTER: MAY 20