Presenters
Pass the Torch
An Exclusive Wealth and Estate Planning Event
Ritz-Carlton Beach Resort
280 Vanderbilt Beach Road, Naples, Florida 34108
280 Vanderbilt Beach Road, Naples, Florida 34108
2026
Saturday, January 10, 2026
8:30 AM – 10:30 AM
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 and the impact of the One Big Beautiful Bill Act
- Implementing cutting-edge planning tools into your estate plan, such as Dynasty Trusts and Spousal Lifetime Access Trusts
- Optimize IRAs and other qualified plans by shifting assets into more tax-efficient structures
- 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