Learn & Connect
Upcoming Events
Executive briefings, masterclasses, and exclusive dinner events on asset protection and tax reduction strategies for high-net-worth professionals.
Monthly
Executive Briefings
Live virtual sessions covering a focused topic in asset protection or tax strategy. Interactive Q&A included.
$125
On Demand
Masterclasses
Pre-recorded deep dives into specific strategies. Watch at your own pace with lifetime access.
$75
Quarterly
Dinner Events
Intimate dinner presentations at premier Chicagoland venues. Limited to 12-16 guests. Fee credited toward any engagement.
$350
Upcoming Events
May
1
Fri
Masterclass: Irrevocable Trusts Demystified
A pre-recorded deep dive into irrevocable trusts — how they work, when to use them, and how they integrate with your broader estate plan. Watch at your own pace.
May
15
Fri
Executive Briefing: Asset Protection Strategies for the Modern C-Suite
A live 60-minute session covering the three most critical asset protection strategies for executives with $8M+ in net worth. Interactive Q&A included.
Jun
11
Thu
Private Dinner: Asset Protection for Business Owners
An intimate dinner presentation at a premier Chicagoland venue. Limited to 14 guests. Your $350 fee is fully credited toward any estate planning engagement.
Private Dining Room — Venue TBA, Naperville/Hinsdale Area