Events
As you explore the evolving landscape of family wealth, business, and legacy planning, you’ll find that staying informed is one of the most powerful decisions you can make. We’re committed to bringing you timely, relevant conversations—whether through webinars, workshops, or live events—designed to help you confidently navigate important financial and life decisions.
Our focus is to provide clear, practical insights that support you in protecting and growing your wealth, minimizing tax exposure, preserving assets, and creating meaningful, lasting impact for the people and causes you care about. From business growth and succession strategies to legacy and gifting planning, each event is thoughtfully designed with your future in mind.
And as you consider what matters most to you, your voice matters to us as well. If there are topics or events you’d like to see us host or sponsor, we welcome your input and would be happy to incorporate your ideas into our upcoming calendar.
Upcoming Events
May 27, 2026
7:00a - 9:00a
ONE PRUDENTIAL PLAZA - "The Cloud Gate Hub"
Last Wednesday of the Month with Gabe - Business Owners Workshop Series (May)
We’ve created a space where business owners can step out of the day-to-day and focus on what truly matters—without pressure or expectation. Because at some point, every business owner exits. And the difference between outcomes is rarely luck—it’s alignment: the right strategies, timing, and guidance working together. If you’ve ever wondered how similar businesses can exit with vastly different results, this conversation is for you. Join us this month and experience it firsthand. Reserve your seat.
Securities offered through LPL Financial. Member FINRA/SIPC
Copyright 1997 - 2026 – LPL Financial. All Rights Reserved.
June 24, 2026
7:00a - 9:00a
ONE PRUDENTIAL PLAZA - "The Cloud Gate Hub"
Last Wednesday of the Month with Gabe - Business Owners Workshop Series (June)
We’ve created a space where business owners can step out of the day-to-day and focus on what truly matters—without pressure or expectation. Because at some point, every business owner exits. And the difference between outcomes is rarely luck—it’s alignment: the right strategies, timing, and guidance working together. If you’ve ever wondered how similar businesses can exit with vastly different results, this conversation is for you. Join us this month and experience it firsthand. Reserve your seat.
Securities offered through LPL Financial. Member FINRA/SIPC
Copyright 1997 - 2026 – LPL Financial. All Rights Reserved.
July 29, 2026
7:00a - 9:00a
ONE PRUDENTIAL PLAZA - "The Cloud Gate Hub"
Last Wednesday of the Month with Gabe - Business Owners Workshop Series (July)
We’ve created a space where business owners can step out of the day-to-day and focus on what truly matters—without pressure or expectation. Because at some point, every business owner exits. And the difference between outcomes is rarely luck—it’s alignment: the right strategies, timing, and guidance working together. If you’ve ever wondered how similar businesses can exit with vastly different results, this conversation is for you. Join us this month and experience it firsthand. Reserve your seat.
Securities offered through LPL Financial. Member FINRA/SIPC
Copyright 1997 - 2026 – LPL Financial. All Rights Reserved.