Bequest Investor Workshop- Sarasota Yacht club

# Invest with Intention. Chart Your 2026 Path with Bequest Workshop new strategies for building passive income and long-term security

Reflect & Realign: A Bequest Year-End Planning Workshop
We’re opening early access to our December Investror Workshop in Sarasota for select guests.
Whether you're just getting started or you're ready to expand your portfolio, we’ll cover how real estate and energy can work together to create consistent monthly income, no Wall Street rollercoaster required.

We’ll cover the same strategies we share at national conferences, tailored for everyday investors who want consistent income and full transparency.
Set the Stage
Why We’re Gathering: More Than an Event...A Reset
Workshop Experience
Breakouts Designed for Clarity and Strategy
End-of-Year Reflection
Look Back at 2025—Learn, Refine, and Reframe
Look Ahead to 2026
Define Your Financial Vision for the New Year
Explore Your Investment Pathways
Mortgage Notes, Energy Assets & Passive Income Strategies
Food, Drinks & Connection
Relaxed Setting. Real Discussions. Community Matters.
Why Attend
Because Your Future Deserves a Plan...Not a Guess.