Wealth Preservation Strategies™ Financial Education Course
Schedule
Thu Mar 26 2026 at 06:00 pm to 09:00 pm
UTC-05:00Location
Tarleton State Fort Worth | Crowley, TX
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Extraordinary wealth requires extraordinary strategy. Affluent families face unique challenges: rising taxes, market volatility, longevity risks, and increasing complexity around passing wealth to the next generation. Without a wealth preservation plan, even substantial estates can diminish faster than expected.
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Register to learn:
• Multi-Generational Wealth Strategies & Legacy Architecture
• Portfolio Structure for Long-Term Stability & Multi-Generational Growth
• Alternative Investment Management (Art, Autos, Collectibles, etc.)
• Healthcare, Longevity, & Long-Term Care Risk Prevention
• Wealth Preservation through Advanced Tax-Efficient Techniques
• Business Continuity & Succession Design
• Advanced Entity Structuring for High-Level Asset Protection
• Philanthropy, Social Impact & Values-Based Charitable Giving
• Risk Mitigation Strategies for Complex Wealth Ecosystems
In this class, you’ll discover time-tested wealth preservation strategies and tools used by financial experts to prevent avoidable financial loss. Maintain control, protect your lifestyle, and confidently secure your family’s legacy.
We break down complex topics into clear, understandable concepts. You’ll learn how to make thoughtful choices that align with your values, priorities, and long-term goals.
Most importantly, you’ll gain a refined understanding of strategies typically reserved for family offices, institutional investors, and multi-generational private wealth families.
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Where is it happening?
Tarleton State Fort Worth, 10850 Texan Rider Dr, Crowley, TX 76036-9414, United StatesEvent Location & Nearby Stays:
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