The Financial Parachute You Hope You Packed

In life, the difference between a safe landing and a free fall is preparation. In this workshop, we’ll help you “pack your financial parachute” by highlighting the key questions every investor should ask about advice,
risk, taxes, estate planning, and long-term goals. Together, we’ll explore how to:

  • Feel confident navigating life’s financial ups and downs
  • Ensure your financial parachute is strong and secure
  • Learn strategies to safeguard what matters most

Select a Date and Reserve Your Spot

Venue for Both Dates:
Capitol Grille
9005 Mercato Drive, Naples, FL 34108

March 12 | 6:00 PM
6:00 PM – Drinks & hors d’oeuvres
6:30 PM – Workshop
Dinner to follow workshop

REGISTER: MARCH 12

March 25 | 12:00 PM
12:00 PM – Drinks & hors d’oeuvres
12:30 PM – Workshop
Lunch to follow workshop

REGISTER: mARCH 25