Ritz-Carlton Beach Resort
280 Vanderbilt Beach Road, Naples, Florida 34108
280 Vanderbilt Beach Road, Naples, Florida 34108
Fall 2024
November 16
November 16
Presenters
Chris T. Christensen
Chris T. Christensen serves as the President and Chief Executive Officer of Generational Strategies Group LLC. Chris focuses on helping successful people protect and preserve their wealth. He has over thirty years of experience and training in the financial services industry. He speaks in major cities throughout the country on the topics of wealth protection, wealth preservation, and wealth transfer.
Brad A. Galbraith, Esq., CPA
Brad A. Galbraith is the Managing Partner at GW Law, PLLC’s Naples and Indianapolis offices. He focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by The Florida Bar Association.
Join Us to Learn About:
- Tailored strategies focusing on estate, gift and generation skipping tax reduction
- Implementing cutting-edge planning tools into your estate plan, such as Dynasty Trusts and Spousal Lifetime Access Trusts
- Methods being used to protect assets from the looming reduction of the Federal Estate Tax exemption
- Highly effective techniques to mitigate the tax burden associated with rapidly appreciating assets
- Tax-efficient transfer methods to ensure a smooth succession or sale of the family business
- How you can implement a Zero-Estate Tax Plan that delivers 100% of your life’s work to your children, grandchildren, and cherished charities
Seating is limited!
Call 239-352-4111 to reserve your seat at this not to be missed event, or leave your information below and we will contact you.