PRIVATE BRUNCH — SIMPLE & TRANSPARENT
What This Brunch Is About
This private brunch experience is designed for individuals and families who want clarity and education
around protecting what they are building — today and for generations to come.
DALLAS
Financial Brunch Workshop
Galleria Dallas Area
Date: April 19th, 2026 | Sunday
Time: 10:00 AM to 1:30 PM
Valet Parking Included | Dress Code: Business Casual Attire
In this class, you’ll be introduced to:
- family-focused insurance strategies,
- foundational legacy planning concepts,
- income protection and long-term stability tools,
- and the principles behind private systems families use to circulate and preserve capital.
This is not a sales presentation.
It is a guided, educational environment where questions are encouraged and understanding comes first.
Who This Brunch Is For
- Families beginning their legacy journey
- Professionals seeking better financial structure
- Individuals looking for education without pressure
- Those who want to understand options before making decisions
You’ll leave with knowledge, perspective, and next-step clarity — not obligation.
REGISTRATION NOTICE
Registration tiers reflect seating, materials, and experience levels. Consultations are limited and informational. Be the first in the room and not the last. FAQ’s
General Admission $109
- Class entry
- Brunch
- Workbook
- Q&A access
Premier Admission $189
- Preferred seating
- Premium brunch menu
- Upgraded gift bag
- Workbook
- Priority consultation sign-up
Executive Admission $249
- Front-row VIP seating
- Premium brunch menu
- Luxury gift box
- Vault workbook
- 15-minute in-event consult
- Priority private review window