Broker Check
12 Feb
Integrated Wealth Management: Coordinating Your Income, Growth and Legacy

Description

Join Aviance Capital Partners for this complimentary informative wealth management luncheon. We'll explore key financial topics like generating sustainable retirement income to building integrated wealth planning, and navigating market volatility. Designed for individuals with $2 million or more in investable assets, these conversations are designed to provide valuable perspective in a relaxed, small-group setting.

Guest Speaker: Jonas Weatherbie of Galbraith Weatherbie Law (Trusts & Estates)

Date and Time

Thu, Feb 12, 2026

11:00a - 1:00p EST

Location

Grey Oaks Country Club

2400 Grey Oaks Drive N
Naples , FL 34105

Note

Check-in begins at 11:00am. Lunch at 11:30am.

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Event Registration

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