PRIVATE DINNER — SIMPLE & TRANSPARENT
What This Dinner Is About
This curated dinner experience is designed for individuals and families who feel aligned with a deeper legacy
conversation. Tickets are publicly available; attendance is by personal choice and interest.
DALLAS
Dinner Financial Workshop
Hilton Dallas Lincoln Centre
May 24th, 2026 | Saturday
Time: 3:00 PM to 6:30 PM
Valet Parking included | Dress Code: Business Casual Attire
During this elevated evening, you’ll explore:
- advanced family insurance planning concepts,
- legacy-building frameworks used by private families,
- how private in-house banking principles work,
- and how multiple streams of income can be aligned under a unified strategy.
This is an immersive, educational conversation — not a pitch.
Who This Dinner Is For
- Families thinking beyond short-term planning
- Business owners and professionals seeking structure
- Individuals interested in deeper legacy conversations
- Those ready to explore how private systems work together
This experience is for those who value privacy, education, and intentional planning.
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
The WULG Financial Dinner Workshop is designed for individuals and families who are ready to take the next step in their financial journey.
This session is ideal for guests who already have a basic understanding of financial planning and want to begin organizing their estate planning and family legacy structure, including mapping out their family tree and financial framework.
If you are new to these concepts, we recommend attending the WULG Financial Brunch Workshop first, as it provides the foundational knowledge needed for this session.
Workshop Credit
Your Brunch and Dinner ticket price may be applied as a credit toward your estate planning trust when accompanied by your official attendance certificate.
This workshop helps turn financial education into a clear plan for your family’s future.
Vault Dinner Pass $359 / 10 Seats Only
- 3-course dinner
- Wealth activation workbook
- Presentation access
- Premium seating
- Elevated dining menu
- Priority onboarding support
- Premium gift box