About this Event
Securing Your Financial Legacy is an in-person Power Partners Luncheon for entrepreneurs, executives, and professionals looking to strengthen their wealth strategy and network with local professionals.
Join us at Mosaic CoWork for an impactful discussion on wealth preservation, strategic financial planning, and legacy building. Connect with industry experts and gain actionable guidance on asset protection, investment planning, and generational transfer. Top financial advisors and legal experts will share proven strategies for protecting and passing on personal and business wealth.
Featured Speakers & Panelists
- Ann Marie Sorrell – President & CEO, The Mosaic Group
- Jonathan Batts – Private Wealth Advisor, Goldman Sachs & Co. LLC
- Karen Holloway – Financial Advisor, Northwestern Mutual
- Chioma Deere – Senior Counsel, SSRG Atlas LLP
Event Details
- Date: Wednesday, October 21, 2026
- Time: 11:30 AM–1:00 PM
- Location: Mosaic CoWork, 5840 Corporate Way, Ste 250, West Palm Beach, FL 33407
- Registration: Required
- Lunch: Complimentary lunch included
Agenda
🕑: 11:00 AM - 11:30 AM
Checking
🕑: 11:30 AM - 11:40 AM
Welcome and Introduction
Host: Ann Marie Sorrell
🕑: 11:40 AM - 01:00 PM
Pannel Discussion
Host: Ann Marie Sorrell
Info: This section will focus on wealth preservation, strategic financial planning, and legacy building.
Conclusion
Event venue & nearby stays
5840 Corporate Way, 5840 Corporate Way, West Palm Beach, United States
Concerts, fests, parties, meetups — all the happenings, one place.