Building Wealth, Securing Legacies: Tax, Wealth & Estate Planning Strategies

Event Overview:

Join the 1911 Group for an insightful luncheon featuring Tyler Ozanne, President & Financial Advisor at Probity Advisors, Inc., as he shares expert guidance on tax-efficient wealth management and estate planning strategies tailored for business owners, executives, and investors.

This discussion will cover:

1.  Proactive tax strategies to maximize wealth retention
2.  Estate planning essentials to protect your legacy
3.  Investment approaches for long-term financial security
4. Key considerations for business owners in succession planning

 Date: Thursday, March 27, 2025 

 Time: 11:30 am -1:30 pm

 Location: Park Cities Club

 Tickets: $50 (Non-members)

Don’t miss this opportunity to gain valuable financial insights and connect with fellow SMU alumni and business leaders. Whether you’re planning for the future or looking to optimize your current financial strategies, this event is designed to provide actionable takeaways for long-term success.

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