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Exclusive Estate Planning and Legacy Retreat

Sun, 26 Jul

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Greenwood Wealth Conference Hall

Join us for an exclusive retreat focused on estate planning and legacy development for high-net-worth families. Network with industry experts and gain insights into advanced wealth management strategies.

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Exclusive Estate Planning and Legacy Retreat
Exclusive Estate Planning and Legacy Retreat

Time & Location

26 Jul 2026, 10:23 am – 12:23 pm

Greenwood Wealth Conference Hall, 45 Elm St, Boston, MA 02130, USA

About the event

Deep dive into estate planning and legacy development.

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