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Sign Up Today for One of These Not to Be Missed Seminars

Our most recent seminar was on March 18, 2023. We currently have no dates planned for our next seminars.
To receive updates about our future events, please fill out the form below.

Best Estate Planning Event of the Season

These exclusive Wealth and Estate Planning events are specifically for estate, financial, and asset protection planning for high and ultra-high net worth individuals and families. Hear from two industry experts on a variety of topics to help you build a strong financial plan for your future.

  • Irrevocable Life Insurance Trusts
  • of Trusts/Decedents’ Estates
  • Qualified Personal Residence Trusts
  • Dynasty Trusts
  • Charitable Remainder Trusts
  • Gift, Estate, Personal Income Tax Planning
  • Family Limited Liability Company
  • Assistance With Estate Planning and Related Tax Issues

Preserve, Protect and Perpetuate Wealth®

At Generational Strategies Group, we help clients build a comprehensive estate plan that will deliver their life’s work to who they want, when they want, and how they want. Our founding principle is to help you pass the torch responsibly to the next generation.

We Are Experts in All of Your Estate Planning Needs