New Tax Laws and Investment Strategies for 2026

New tax legislation and evolving market conditions are shaping the financial landscape for 2026 and beyond. Join Conrad Siegel for a discussion designed to help individuals better understand how tax law changes may impact personal financial planning and how a disciplined, long‑term investment approach can help navigate an increasingly complex environment. Attendees will gain perspective on key planning considerations, the role of diversification, and how focusing on what can be controlled supports long‑term financial goals.

By the end of this session, attendees will be able to:

• Understand key provisions of the One Big Beautiful Bill Act that take effect in 2026

• Evaluate how changes to deductions, credits, and exemptions may affect personal planning

• See how tax awareness and disciplined investing work together to support financial objectives

• Gain insight into a fiduciary‑driven investment philosophy grounded in long‑term discipline

Event Details

📅 Date: Wednesday, February 18th
⏰ Time: 11:30 AM
📍 Location: Fleming’s Prime Steakhouse & Wine Bar (8985 Tamiami Trail N, Naples, FL 34108)
🍽 Lunch will be provided