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Wealth, Investments & Legacy Web Series
Our 2026 Web Series begins the 4th Wednesday of the month from January 2026 to our in-person celebration August 2026. Join us on January 28, 2026 at 6:00 PM for an insightful discussion on securing your financial future. Discover smart investment strategies and learn how to leave a lasting legacy for your loved ones. Don't miss out on this opportunity to take control of your wealth! See you there!
Join us for a deep dive into building wealth, making smart investments, and leaving a lasting legacy that will impact generations to come.
January — Global Markets & Macroeconomic Outlook 2025
Topic: "The Year Ahead: Navigating Markets Amid Global Uncertainty" Focus: Inflation trends, interest rates, geopolitical risk, and asset allocation opportunities.
Takeaway: Portfolio positioning strategies for shifting macro landscape.
RSVP
February — Understanding Risk
Topic: "Protecting What You've Built: Advanced Risk Mitigation for the Affluent"
Focus: Insurance strategies, liability protection, asset titling, and global diversification.
Guest Expert : Prudential
Takeaway: How to preserve wealth through comprehensive risk strategy.
RSVP
March — Tax Strategy & Wealth Preservation
Topic: "Tax Alpha: Structuring Your Wealth for Maximum Efficiency"
Focus: Tax optimization, trust structures, and strategy. Guest Expert: Tax Professional
Takeaway: How to integrate proactive tax strategy into your plan.
RSVP
April — Real Estate Investing
Topic: "Real Estate 2.0: Opportunities in a Post-Rate-Hike Era"
Focus: Commercial real estate recovery, multifamily trends, and global property diversification.
Guest Expert: Sara Wickstrom local Realtor and Lender
Takeaway: How HNWIs can position real estate within diversified portfolios.
RSVP
June — Alternative Investments
Topic: "Beyond Stocks & Bonds"
Focus: What is private equity, private credit, and hedge fund trends for sophisticated investors.
Guest Expert: DST Co.
Takeaway: Investment choices are vast, stick to your goals.
RSVP
July — The Psychology of Wealth
Topic: "Money, Meaning & Mindset: The Behavioral Side of Investing"
Focus: Cognitive biases, investor behavior, and emotional intelligence in decision-making.
Takeaway: Improve decision-making and emotional balance in market cycles.
RSVP
August — Philanthropy & Social Capital
Topic: "The Strategic Philanthropist: Turning Generosity Into Impact"
Focus: Donor-advised funds, charitable foundations, and measuring philanthropic ROI.
Guest Expert: Local Foundation
Takeaway: How to structure philanthropy as part of your legacy and tax plan.
RSVP
