Build a Lasting Legacy.

Discover the keys to ensuring your wealth and legacy will carry on for generations. The decisions you make today are paramount to your family’s success tomorrow. According to the Williams Group Wealth Consultancy, 70% of wealthy families lose their fortune by the second generation, and increases to a staggering 90% by the third generation. Through our portfolio defense training and legacy management, you can create a generational impact that will last for years to come.

Join Us November 11 to 14, 2021


David Sinclair

Professor of Genetics, Harvard Medical School


Scott Bornstein

Chief Memory Training Expert


JJ Birden

Former NFL Pro


Oz Pearlman

Mentalist


David Anderson

CliftonLarsonAllen, LLP


Tammy Neel Pessmeg

Trusted Advisors


Stacey Prince-Troutman

Trusted Advisors

 

An Exclusive 3-Day Event

The DLP Prosperity & Wealth Management Event is an action-packed weekend designed exclusively for accredited investors who want to make a lasting impact on their legacy, network with like-minded individuals, and experience world-class speakers and entertainment.

Map Your Path to Financial Freedom

Through will and estate planning, portfolio defense exercises, philanthropic planning, expert sessions, and one-on-ones with Don Wenner and the DLP Capital Partners team, you'll map your path to financial freedom and ensure your family is set up for success.

Experience World-Class Speakers

During this event, you'll take in presentations and dynamic sessions from impact investing's top thought and action leaders, as well as world-class speakers, and so much more!

Located in Beautiful Ponte Vedra Beach, Florida

An elevated experience. Between St. Augustine & Jacksonville lies the beautiful oceanside community of Ponte Vedra Beach, Florida. You’ll stay in the beautiful Sawgrass Marriott Resort & Spa, which borders the TPC Sawgrass, home of the PGA Players Championship, as well as the beautiful Ponte Vedra Beach.

Make a Lasting Impact.

Prosperity is about much more than wealth. It is about having your wealth work for you, and allowing future generations to share in your success. During the event, you'll learn from our incredible speakers, including industry thought leaders, entertainers, authors, and entrepreneurs, who are making an impact!

The Prosperity Family, Wealth & Legacy Event Itinerary

Date: November 11-14, 2021
Recommended arrival: November 11, 2021 - Lunch at 12:00 pm
Recommended departure: Sunday, November 14, 2021 
Dress code: Business casual

Thursday, November 11, 2021
12:00 pm - Lunch & Kick-off
1:00 pm - 5:00 pm - Event program with learning sessions, workshops and speakers
5:00 pm - Cocktail hour
6:00 pm - Impact Investing Dinner

Friday, November 12, 2021
7:30 am - Breakfast
8:00 am - 6:00 pm - Event program with learning sessions, workshops and speakers
6:00 pm - Cocktail hour
7:00 pm - Dinner with Keynote speaker

Saturday, November 13, 2021
8:00 am - Breakfast 
8:30 am - 2:30 pm - Event program with learning sessions, workshops and speakers
2:30 pm - Afternoon activities
5:30 pm - Cocktail hour
6:30 pm - Dinner with American Institute of Investment Housing Awards Ceremony - Special guest & entertainer: Oz Pearlman 

Sunday, November 14, 2021
Opportunity to play golf 

Ready to Build Your Legacy?

Apply to Attend Today.

The DLP Prosperity & Wealth Management Event is exclusively for investors who want to make a lasting impact on their legacy. Apply to attend by filling out the form below. Successful applicants will be contacted with full registration details.

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