Generational Strategies Group invites you to Pass the Torch, a complimentary advanced estate planning seminar in Naples, Florida. In two focused hours you’ll learn practical strategies to reduce estate, gift and generation-skipping taxes and pass more of your life’s work to your children, grandchildren and the causes you care about.
Pass the Torch
An Exclusive Wealth and Estate Planning Event Reserve Your Complimentary Seat Seating is limitedEvent Details
Saturday, November 14, 2026
8:30 AM: Doors Open for Breakfast
9:00 – 10:30 AM: Presentation
8:30 AM: Doors Open for Breakfast
9:00 – 10:30 AM: Presentation
The Ritz-Carlton Beach Resort, Naples
280 Vanderbilt Beach Road, Naples, Florida 34108
280 Vanderbilt Beach Road, Naples, Florida 34108
Complimentary Admission
There is no cost to attend. Seating is limited, so please reserve your seat in advance.
There is no cost to attend. Seating is limited, so please reserve your seat in advance.
What You'll Learn
- Tailored strategies for reducing estate, gift and generation-skipping taxes, and the impact of the 2026 midterm elections on your plan
- How cutting-edge planning tools such as Dynasty Trusts and Spousal Lifetime Access Trusts fit into your estate plan
- How to optimize IRAs and other qualified plans by shifting assets into more tax-efficient structures
- Highly effective techniques to mitigate the tax burden on rapidly appreciating assets
- Tax-efficient transfer methods for a smooth succession or sale of the family business
- How to implement a Zero-Estate-Tax Plan that delivers 100% of your life’s work to your children, grandchildren and cherished charities
Meet the Presenter
Chris T. Christensen
President & Chief Executive Officer, Generational Strategies Group LLC
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 and speaks in major cities throughout the country on the topics of wealth protection, wealth preservation and wealth transfer.
Who Should Attend
This seminar is designed for successful individuals and families who want to protect what they have built and pass more of it to the next generation, including:
- Individuals and couples whose estate may be subject to federal estate tax
- Owners of family businesses planning a succession or sale
- Retirees and pre-retirees with significant IRA or qualified-plan balances
- Anyone who wants to leave more to their children, grandchildren and charities and less to the IRS
Frequently Asked Questions
Is there a cost to attend?
No. The seminar is complimentary. Seating is limited, however, so we ask that you reserve your seat in advance.
May I bring a guest?
Yes. Spouses, partners and family members involved in your planning are welcome. Please reserve a seat for each guest.
How do I reserve a seat?
Select the seminar date in the reservation form above, enter your email address and follow the prompts. You will receive a confirmation by email once your reservation is complete.
Seating Is Limited. Reserve Your Complimentary Seat.
Join us at The Ritz-Carlton Beach Resort in Naples on Saturday, November 14, 2026.