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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.

Best Estate Planning Event of the Season

These exclusive Wealth 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.

Events for 2020

JANUARY

January 11 (Speakers Brad & Chris) The Ritz-Carlton Beach Resort Naples – 280 Vanderbilt Beach Rd, Naples, FL 34108
January 25 (Speakers Brad & Chris) The Ritz-Carlton Beach Resort Naples – 280 Vanderbilt Beach Rd, Naples, FL 34108

FEBRUARY

February 15 (Speakers Julius & Chris) – Hilton Naples – 5111 Tamiami Trail North, Naples, FL 34103
February 22 (speakers Chris & Brad) – Naples Grande Beach Resort 475 Seagate Drive, Naples, FL 34103

MARCH

March 14 (speakers Chris & Brad) Naples Grande Beach Resort 475 Seagate Drive, Naples, FL 34103 &
March 28 (speakers Chris & Brad) Hilton Naples 5111 Tamiami Trail North, Naples, FL 34103

Sign up Today for One of These
“Not to Be Missed” Seminars!

We Are Experts in All of Your Estate Planning Needs