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Seminar Sign-Up: Investors’ Advanced Wealth Dinner Event

Avoid the Major Mistakes Most $1M+ Investors Make   |   Learn to Fix Them Before It’s Too Late

Free Seminar & Dinner

Register Below to Request a Spot at the Table and a Free Dinner for our Advanced Wealth Seminar:

WHEN? Join us Tuesday, September 24th *Tuesday’s event is now fully booked, however, we have added another date due to high demand: Thursday, September 26th from 6-8PM

WHERE? Cooper’s Hawk Winery & Restaurant in St. John’s Town Center- 4850 Big Island Drive, Jacksonville, FL 32246 

NEXT STEPS? Once you submit your request (one Plus One per guest), a team member will CALL YOU to confirm your spot and we’ll email you details on the event such as the menu, address, and FAQs.

Learn From Other Millionaires’ Mistakes: 
  1. How to AVOID the 2025 Estate Tax Hikes 
  2. Can You Protect Your Portfolio from the Next Big Market Crash? 
  3. Do you need an overarching wealth quarterback? 
  4. How to vet your financial advisor  
  5. Why you need an estate planning makeover 
  6. Are you tracking to bleed millions in family wealth to avoidable estate tax? 
  7. Are you relying on dangerous investment advice? 
  8. Are you overpaying avoidable income tax year after year? 
  9. Need a second opinion on insurance agents’ advice?  
  10. Do you have a RELIABLE retirement plan?  
  11. Why you need asset protection planning that works 
  12. How to get a big picture Total Wealth Plan