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Florida Estate and Succession Planning Meeting
This is the website we are using to register guests at the first three meetings while the group is in formation. Please register and we will send you an email with the Zoom info.
For your convenience, Zoom info is below.
Time: Nov 11, 2025 11:30 AM - 1:00 PM Eastern Time (US and Canada)
Every month on the Second Tuesday
Join Zoom Meeting
https://us06web.zoom.us/j/84838963214?pwd=Fk6O9wMqw6Kyv4IvdusYMp2SgJg5J5.1
Meeting ID: 848 3896 3214
Passcode: 088392
This is a working session for serious professionals who advise affluent individuals, family offices, and closely held businesses. No theory. No puffed-up “panel talk.” We discuss what is actually happening in the market right now: deal flow, buying behavior, liquidity events, generational transition, risk mitigation, and the shifting expectations of ultra-wealthy clients.
You will hear from advisors who are in the field every day. They will share what is working for them, what has stopped working, and where they see demand moving next. The purpose is simple: sharpen your edge and expand your circle of high-trust relationships.
This is not a webinar. Cameras on. Contribution expected.
You are here to trade insight with other top-tier professionals and elevate the quality of your client conversations.
Register Now.
The ESL Boardroom is a monthly virtual meeting exclusively for ESL Members. It is a way for them to get to know each other better and participate in a structured conversation on a relevant business topic.
This is a reoccurring meeting on the last Tuesday of the month from 12-1 pm EST
Join Zoom Meeting https://us06web.zoom.us/j/82395036669?pwd=dbHDv3xXhai7T3rDyk74qw6kpi6Wp6.1 Meeting ID: 823 9503 6669 Passcode: 259537
This is our monthly business strategy session.
Please do not share Zoom info with anyone outside the ESL community.
Join the Zoom meeting with this link:
https://us06web.zoom.us/j/86810394767?pwd=szscac0HCGGBv0BZe4MIzHivIWgE5F.1
Time: December 9, 2025 11:30 AM - 1:00 PM Eastern Time (US and Canada)
This is a private session for MASTERS PROGRAM members only.
This is your monthly point of accountability. Use this time to check in and report on the actions you take to advance toward your quarterly goals.
Join Zoom Meeting https://us06web.zoom.us/j/86031401039?pwd=s5JLdTLGV1YDcbFa6bzFlLBgT5YzIt.1 Meeting ID: 860 3140 1039 Passcode: 689987
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