

# Event Details

- **Event Name**: The Modern Portfolio: Alternative Investments for Wealth & Legacy Planning 
- **Event Start and End Date**: Wed, 08 Apr, 2026 at 10:30 am (-04:00)
- **Event Description**: Join estate planning attorney Joshua Perez and featured guest speaker Samuel Stempler, Financial Advisor with the Picazio McHargue Group at Merrill Lynch Wealth Management, for an educational discussion on how alternative investments fit into a broader financial and estate planning strategy.

As more investors look beyond traditional stocks and bonds, alternative investments such as real estate, private equity, and hedge funds are becoming an important part of long-term planning. This session breaks down what these investments are and the legal, tax, and estate considerations that come with them.

Topics include:
🔹 How alternative investments fit into a well-balanced financial plan
🔹 Estate planning considerations for illiquid or complex assets
🔹 Key legal and tax considerations, from ownership structure to legacy planning

This event is free and open to the public and is intended for anyone who wants to better understand alternative investments and how coordinated planning can help protect and grow wealth over time.
Registration is required to attend.

👉 Register here:
https://berlinpatten.com/calendar/the-modern-portfolio-alternative-investments-for-wealth-legacy-planning-4-8-26/

📆 View more upcoming classes and events:
https://berlinpatten.com/calendar/
- **Event URL**: https://allevents.in/venice/the-modern-portfolio-alternative-investments-for-wealth-and-legacy-planning/200029635169125
- **Event Categories**: workshops, calendar
- **Interested Audience**: 
  - total_interested_count: 8

## Ticket Details

- **Ticket URL**: https://berlinpatten.com/calendar/the-modern-portfolio-alternative-investments-for-wealth-legacy-planning-4-8-26/?utm_source=AllEvents.in&utm_medium=event-discovery-platform&utm_campaign=venice-events

## Event venue details

- **city**: Venice
- **state**: FL
- **country**: United States
- **location**: 201 Center Rd, Venice, Florida, 34285
- **lat**: 27.07967
- **long**: -82.42252
- **full address**: 201 Center Rd, Venice, Florida, 34285, United States

## Event Organizer details

- **affiliate_id**: 2
- **organizer**: Berlin Patten Ebling (https://allevents.in/org/berlin-patten-ebling/20701630)

## Event gallery

- **Alt text**: banner
  - **Image URL**: https://cdn-az.allevents.in/events4/banners/2be7715dca69ada1738d0e1736b6cece0f8b8cfc4a5749d23603c795f24b3c48-rimg-w1200-h675-dca7a7a6-gmir?v=1774188139
- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events4/banners/b46d7ee6b2e61f0b75cdbba8136ea93f89f6d16600ac699e7a36f0c0504841a4-rimg-w300-h300-dca8a8a7-gmir?v=1774188139

## FAQs

- **Q**: When is the event happening?
  - **A:** Wed, 08 Apr, 2026 at 10:30 am (-04:00)
- **Q**: Where is the event happening?
  - **A:** 201 Center Rd, Venice, Florida, 34285, United States
- **Q**: Who is organizing the event?
  - **A:** Berlin Patten Ebling
- **Q**: What type of event is this?
  - **A:** workshops, calendar
- **Q**: Where can I find ticket details about The Modern Portfolio: Alternative Investments for Wealth & Legacy Planning  ?
  - **A:** You can find ticket details about this event on AllEvents.

## Structured Data (JSON-LD)

```json
[
    {
        "@context": "https://schema.org",
        "@type": "Event",
        "name": "The Modern Portfolio: Alternative Investments for Wealth &amp; Legacy Planning",
        "image": "https://cdn-az.allevents.in/events4/banners/2be7715dca69ada1738d0e1736b6cece0f8b8cfc4a5749d23603c795f24b3c48-rimg-w1200-h675-dca7a7a6-gmir?v=1774188139",
        "startDate": "2026-04-08T10:30:00-04:00",
        "url": "https://allevents.in/venice/the-modern-portfolio-alternative-investments-for-wealth-and-legacy-planning/200029635169125",
        "eventStatus": "https://schema.org/EventScheduled",
        "location": {
            "@type": "Place",
            "name": "201 Center Rd, Venice, Florida, 34285",
            "address": {
                "@type": "PostalAddress",
                "streetAddress": "201 Center Rd, Venice, FL 34285-5560, United States",
                "addressLocality": "Venice",
                "addressRegion": "FL",
                "addressCountry": "US"
            },
            "geo": {
                "@type": "GeoCoordinates",
                "latitude": "27.07967",
                "longitude": "-82.42252"
            }
        },
        "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode",
        "description": "Join estate planning attorney Joshua Perez and featured guest speaker Samuel Stempler, Financial Advisor with the Picazio McHargue Group at Merrill Lynch Wealth Management, for an educational discussion on how alternative investments fit into a broader financial and estate planning strategy.\n\nAs mor",
        "organizer": [
            {
                "@type": "Organization",
                "name": "Berlin Patten Ebling",
                "url": "https://allevents.in/org/berlin-patten-ebling/20701630"
            }
        ]
    }
]
```