Strategic Wealth Design

10/16/2026

Excited to join the Southern Nevada Dental Society for another amazing event! Strategic Wealth Design is proud to sponsor this fun OSHA safety and infection control event for dentists. We hope you'll stop by our booth to chat with us. See you there!

10/07/2026

Are your assets, estate, and legacy protected?

The financial decisions you make today can have a lasting impact on the people you care about most.

Join Strategic Wealth Design for an educational webinar focused on helping individuals and families better understand how to protect assets, preserve wealth, and create a meaningful legacy. The topic was specifically selected as a broad planning discussion relevant to multiple audiences, including business owners, retirees, and professionals.

📅 October 8
⏰ 4:00 PM PT

Registration is now open:

👉 https://zurl.co/MjuDx

We look forward to seeing you there.

10/02/2026

When was the last time you reviewed your estate plan?

Many people create a will or trust and assume they're done. But life changes, families grow, financial situations evolve, and beneficiary designations often go years without being reviewed.

Small oversights today can create significant challenges for loved ones in the future.

Join us for our upcoming webinar, Protecting Your Assets, Estate & Legacy, where we'll discuss:

✔ Estate planning essentials
✔ Beneficiary designation considerations
✔ Wealth preservation strategies
✔ Common mistakes families should avoid

📅 October 8
⏰ 4:00 PM PT

Save your seat: https://zurl.co/ACq5G

Join Strategic Wealth Design's webinar on asset protection, estate planning, and legacy strategies designed to help preserve wealth and protect your family.

09/24/2026

Protecting Your Assets, Estate & Legacy Webinar

You've worked hard to build your wealth. Have you taken the necessary steps to protect it?

Join us on October 8 for an educational webinar where we'll discuss asset protection, estate planning fundamentals, beneficiary considerations, and legacy strategies designed to help you protect what matters most. This webinar will address concerns relevant to retirees, professionals, business owners, physicians, dentists, and families who want greater confidence in their financial future.

📅 October 8
⏰ 4:00 PM PT

Reserve your spot today: https://zurl.co/VpkYU

09/17/2026

We're excited to join Henderson Chamber of Commerce on Wednesday, September 30 for Ready, Set, Expo! This will be a fun, free event with over 100 non-profits, small business, food vendors, and more for you to interact with. Come visit us at Booth #73. We hope to see you there!

Register: https://zurl.co/rdZbq

09/03/2026

We had an amazing day of community, golf, and raising money and awareness for the Valley View Foundation on Monday during the 2nd Annual Swinging for a Cure Golf Tournament! We were proud to sponsor a hole and spend the day outdoors with our Glenwood Springs, CO community. All proceeds from the event go to supporting the Valley View Foundation's breast cancer patient services. Thank you to the Ironbridge Women's Golf League for hosting such a great, impactful event!

09/01/2026

We are proud to sponsor this upcoming event with our friends over at Southern Nevada Dental Society . Join us for an evening of learning with Dr. Marwa Abulhasan. Be sure to stop by our booth and say hi!

08/22/2026

Most Business Owners Never Ask "How close am I?"

How close are you to financial independence? How close are you to having options? How close are you to a successful transition when the time comes?

In our upcoming webinar, we'll discuss the four questions every business owner should answer before leaving their business and show tools to help evaluate your current level of readiness.

Bonus for Registrants. Receive complimentary access to the Freedom Score Assessment when you register.

📅 Exit Ready: The 4 Questions Every Business Owner Must Answer Before Leaving Their Business
👉 Reserve your spot today: https://zurl.co/ZPie6

08/11/2026

Negotiate your college scholarships. Just like a job offer, there's often some wiggle room, especially if you have another offer from a competing university. If you need more tips on navigating paying for college, watch our full college planning webinar: https://zurl.co/agX4b

08/06/2026

Most business owners know how much revenue their business generates. Far fewer know how prepared they are for life after the business.

That's why we're offering complimentary access to our Freedom Score Assessment when you register for our upcoming webinar.

Exit Ready: The 4 Questions Every Business Owner Must Answer Before Leaving Their Business

You'll learn:
✅ What's your endgame?
✅ By when?
✅ How much is enough?
✅ How close are you today?

📅 August 27 @ 11AM

👉 Register today: https://zurl.co/RhiOl