Sip & Secure: Post-Election Estate and Wealth Management Tactics for 2025

Join us for an exclusive workshop where you’ll enjoy small bites and libations while learning about essential estate planning strategies and wealth management tips tailored for the evolving post-election landscape. Gain insights from expert attorneys and financial advisors on key steps to protect your wealth, manage potential tax changes, secure asset protection, and plan for the future. Ideal for those looking to preserve their legacy in 2025 and beyond.

Event Details:

• Day: Thursday
• Date: November 21st
• Time: 4:30 – 6:30 PM
• Location:
  Moran Wealth Management® Center for Financial Education
  5801 Pelican Bay Blvd, Suite 110
  Naples, FL 34108

Speakers:

• Christine Brown Murphy, Esq.
  Partner, Zacharia Brown Estate Planning and Elder Law
• Mike Mongin, CPWA®
  Senior Vice President, Moran Wealth Management®

RSVP:
Registration is free, but seating is limited.

• Call 239.513.2511
• Or register online at: MoranWM.com/Seminars

We look forward to seeing you there!