Educational Estate Planning and Wealth Advisory Seminar for Local Business Owners

BONITA SPRINGS, Fla. (April 13, 2026) — An “Educational Estate Planning and Wealth Advisory Seminar for Business Owners” will be hosted by Donna Flammang, estate planning attorney at Brennan Manna Diamond (BMD), and Mark Generales, wealth advisor at Beacon Pointe Advisors, on Wednesday, April 29 from 11:30 a.m. to 1 p.m. at 9240 Bonita Beach Rd SE Suite 1101 Bonita Springs, FL 34135.
This complimentary seminar and luncheon will focus on planning for the future and creating a secure legacy for local business owners. Flammang and Generales each bring over 40 years of professional experience, offering insight and guidance to assist local SWFL business owners with estate, wealth and legacy management.
“We designed this seminar to help business owners look toward the future with confidence and help them take the first steps at understanding the importance of their legacy,” said Flammang. “Our goal is to not only help local business owners understand managing their estates and wealth for the future, but to get a better understanding how these things have changed and are continuing to change in our world,” added Generales.
If you’d like to ensure your plans are in order, call 239-992-6578 to reserve your spot for the seminar.
About Donna Flammang & Mark Generales
Donna Flamang focuses her practice on business and corporate services, estate planning and real estate law. She had previously practiced law in Ohio before moving to Florida over 20 years ago, and is the former vice president, general counsel and secretary of a NYSE, Fortune 1000 international manufacturing company. Her practice includes advising clients on estate planning and probate matters, domestic and international corporate issues, mergers and acquisitions, intellectual property matters, real estate matters, loans and other financing arrangements.
Mark Generales is a Senior Wealth Advisor in the Beacon Pointe Bonita Springs, Florida office and is responsible for developing customized strategies to help individuals and families meet their financial goals. Mark began his career in his native La Jolla, CA with EFHutton and Co. During his 40-year career, Mark helped introduce and manage major programs and departments for leading brokerage firms in the U.S. and Canada. This included introducing the first separate account management programs, overseeing retirement accounts and ERISA programs, mutual funds, annuities and insurance. Mark’s broad background allows him to assist his individual clients with their growth and retirement plans. Outside of the office, Mark spent eight years as an elected County Councilman and chaired his county’s Finance Committee throughout that time.
Important Disclosure: Beacon Pointe Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This event is for general informational and educational purposes only and does not constitute investment advice or a recommendation of any specific investment or strategy. Advisory services are offered only pursuant to an advisory agreement.
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