Presented by: The A.I.D. Group
Speaker: Marc Lowell CLU, ChFC, Founder of The A.I.D. Group and Jason Van Katwyk, Registered Rep.
Date: September 16, 2025
Time: 12:00 PM - 2:00 PM
Location: The Latin Builders Association Office, Coral Gables
The Legacy Blueprint: Planning Smarter, Living Fuller, Leaving More
Presented by The A.I.D. Group, this September edition of our monthly info seminar introduces a modern approach to financial planning that goes far beyond numbers. Learn how to connect investments, tax strategies, estate planning, and family values into one cohesive plan designed for long-term impact.
During this session, you’ll discover how The A.I.D. Group helps families:
Retain more of their wealth
Minimize unnecessary taxes
Pass on a meaningful legacy with clarity and intention
Whether you’re preparing for retirement, safeguarding your assets, or planning for the next generation, this seminar will offer practical insights and a fresh perspective on building a financial plan that reflects your life and values.
RSVP to save your spot: https://www.eventbrite.com/e/the-aid-group-info-seminar-tickets-1628969444459?aff=oddtdtcreator