Question 1

Is this a sales event?

Accepted Answer

A: No. This is an educational event only. No financial products will be sold, and there is no obligation to purchase anything. Our goal is to inform and empower attendees with practical legacy and estate planning strategies.

Question 2

Q: Who should attend this seminar?

Accepted Answer

A: This event is designed for individuals ages 55–75 who are interested in learning how to leave a meaningful financial legacy for their loved ones or favorite institutions.

Question 3

Can I bring my children or grandchildren?

Accepted Answer

We kindly ask that no children attend this event. This is an adults-only evening intended to foster focused discussion in an upscale dining environment.

Question 4

What’s the cost to attend?

Accepted Answer

There is no cost to attend for invited guests. However, seating is limited and RSVP is required to secure your place at the table.

Question 5

What will be discussed at the seminar?

Accepted Answer

Topics will include tax-efficient ways to leave an inheritance, using life insurance and trusts to protect your legacy, how the wealthy transfer wealth, and steps to avoid common estate planning mistakes.

Question 6

Can I bring a guest?

Accepted Answer

Yes, you are welcome to bring one adult guest. Please include their name when you RSVP.

Steak & Strategy: How the Wealthy Leave Wealth