Events: Let’s connect!

Connection is at the core of everything we do. Connect with us at a future educational or social event!

New Tax Laws and Investment Strategies for 2026 (Naples)

Event Information

Fleming’s Prime Steakhouse & Wine Bar

Directions

Thu, January 29, 2026

11:30 am

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…
Learn More
Your 2026 Guide to the Market

Event Information

Thu, January 22, 2026

4:00 pm

The New Year is a great time to reflect on where markets have been and consider what lies ahead. Join the Conrad Siegel Wealth Management team and Chief Investment Officer David Lytle on Thursday, January 22nd at 4:00 PM for a thoughtful review of the past year in the markets and a discussion of key…
Learn More