The Modern Portfolio: Alternative Investments for Wealth & Legacy Planning
Schedule
Wed, 08 Apr, 2026 at 10:30 am
UTC-04:00Location
201 Center Rd, Venice, Florida, 34285 | Venice, FL
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Join estate planning attorney Joshua Perez and featured guest speaker Samuel Stempler, Financial Advisor with the Picazio McHargue Group at Merrill Lynch Wealth Management, for an educational discussion on how alternative investments fit into a broader financial and estate planning strategy.As more investors look beyond traditional stocks and bonds, alternative investments such as real estate, private equity, and hedge funds are becoming an important part of long-term planning. This session breaks down what these investments are and the legal, tax, and estate considerations that come with them.
Topics include:
🔹 How alternative investments fit into a well-balanced financial plan
🔹 Estate planning considerations for illiquid or complex assets
🔹 Key legal and tax considerations, from ownership structure to legacy planning
This event is free and open to the public and is intended for anyone who wants to better understand alternative investments and how coordinated planning can help protect and grow wealth over time.
Registration is required to attend.
👉 Register here:
https://berlinpatten.com/calendar/the-modern-portfolio-alternative-investments-for-wealth-legacy-planning-4-8-26/
📆 View more upcoming classes and events:
https://berlinpatten.com/calendar/
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Where is it happening?
201 Center Rd, Venice, Florida, 34285, United StatesEvent Location & Nearby Stays:
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