Why Attend the 2026 Wealth, Tax & Luxury Real Estate Outlook

Gain clear, expert guidance on how to navigate 2026’s shifting markets before everyone else.

Clarity on the 2026 Financial Landscape

Get a concise, big-picture view of where the economy, markets, and interest rates are headed. Hear how a $40B RIA is positioning client portfolios, what they expect for volatility, and how that could impact your wealth, income, and investment decisions in 2026.

Proactive Tax & Income Strategies

Learn how upcoming tax law changes and sunset provisions may affect your income, capital gains, stock compensation, and real estate holdings. Our tax expert will share practical, high-impact strategies you can start planning now—before the rules shift.

Luxury Real Estate & Lending Advantage

Understand what’s next for luxury homes, coastal real estate, and jumbo financing. Discover where serious buyers and investors are moving, how lending standards are evolving, and how to time your next purchase or sale for maximum advantage in 2026.

2026 Wealth, Tax & Luxury Real Estate Outlook

2026 is shaping up to be one of the most important financial years in recent memory. Interest rates, tax laws, market conditions, and luxury real estate trends are all heading into a major period of transition. Those who prepare before these shifts happen will be in the strongest position.

This live virtual event brings together leaders in wealth management, tax strategy, lending, and luxury real estate to help you understand what’s coming and how to make smart decisions heading into 2026.