Build a Plan That Outlasts the Headlines

Wealth, Legacy, and Smart Tax Moves in an Uncertain Economy

Recession talk, inflation pressure, and a global economy under strain. This event is designed to help you cut through the noise and focus on what matters most: smart decisions that protect what you’re building.

Over dinner, we’ll cover market volatility, tax planning, estate strategies, and long-term legacy planning, including new tax changes connected to the “One Big Beautiful Bill.” If you’ve been wondering how to adjust your plan for what’s next, this is the room to be in.