Financial Health: Protecting Your Wealth for Your Heirs

  • February 11, 2026
  • 10:00 AM - 11:30 AM
  • Nina Iser Jewish Cultural Center and Zoom
  • 81

Registration

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Protecting Your Wealth For Your Heirs



George Wilson, Esq.

Kyle Bacchus, Esq.

Moderated by Michael Feldman, J.D, CFP®

Registration Opens 1/15/26


    Protecting Your Wealth for Your Heirs
      George Wilson and Kyle Bacchus are Trusts & Estates attorneys with decades of experience practicing law in Naples. They will discuss legal strategies to protect your wealth and convey it efficiently to your heirs. 

        Note:

        Financial Health is held on the second Wednesday of each month during season. Chaired by Michael Feldman, the program covers a different topic each month, with knowledgeable speakers selected by Michael.

        Registration for future months opens one day after the prior month's program - e.g., registration for the March program (IRAs and Your Charity Strategies) will open on February 12.




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