Investably — Upcoming Webinars & Events
Upcoming Events & Webinars

Learn. Plan. Act
with intention.

Join Michelle Gordon, AIF® for complimentary live webinars designed specifically for founders, high-earners, and families within a decade of retirement. Each session delivers real strategies you can act on—no fluff, no sales pitch.

Virtual · Complimentary
Q&A with Michelle Gordon, AIF®
Limited Seats Available
Real estate tax strategy webinar
Upcoming — Reserve Your Seat
Featured Webinar

Strategic Tax-Optimized Real Estate Exits

If you own appreciated real estate, you are likely sitting on a significant—and often overlooked—tax opportunity. Learn how to exit strategically, defer or eliminate capital gains, and turn a taxable event into a lasting wealth outcome.

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What you'll learn: 1031 exchanges, installment sales, charitable structures, and tax-smart exit sequencing
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Who it's for: Founders and investors with appreciated real estate within 10 years of retirement
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Format: Live virtual session with live Q&A · Complimentary · Limited seats
Register Now — It's Free →
All Upcoming Sessions

Every webinar is free to attend.

Each session is designed to deliver real, actionable insight—not a product pitch. Seats are intentionally limited to keep the conversation personal and allow time for live Q&A.

Coming
Soon Live 2026

Strategic Tax-Optimized Real Estate Exits

How to sell appreciated real estate without triggering a catastrophic tax event—and how to turn the exit into a wealth-building opportunity instead.

Real Estate Tax Strategy Wealth Planning
Open for Registration
Register Free → Full Details
Coming
Soon TBA 2026

The Founder's Exit: Turning Business Equity Into Retirement Income

A practical walk-through of how business owners can transition from active income to passive wealth—covering business valuation, tax-smart exit structures, and retirement income design.

Business Exit Retirement Tax Planning
Date Announcement Coming
Get Notified → Learn More
Coming
Soon TBA 2026

Tax Strategies That Could Cut Your Bill by Six Figures

For high-income earners paying $100K+ in taxes annually—an exploration of advanced, coordinated strategies that legally reduce tax burden and redirect that wealth toward your future.

Tax Reduction High Income Wealth Architecture
Date Announcement Coming
Get Notified → Learn More
Coming
Soon TBA 2026

Retirement Readiness: What Most Plans Get Wrong

The five most common planning gaps that derail otherwise strong retirement plans—and how intentional, coordinated Wealth Architecture™ closes each one before it becomes a crisis.

Retirement Planning Income Strategy Risk Management
Date Announcement Coming
Get Notified → Learn More
Not Ready for a Full Relationship?

Limited short-term
engagements available.

We know that a full advisory relationship isn't always the right first step. That's why we offer focused, short-term engagements designed to deliver real clarity on a specific challenge—with no long-term commitment required.

Reserve a Spot

"Start with one conversation. We'll show you exactly what's possible."

Short-term engagements are offered on a limited basis to ensure quality and focus. Availability is subject to capacity. Reserve your conversation to learn more and determine fit.


Reserve a Conversation →

Or browse all upcoming events at investably.com/upcoming-events

Michelle Gordon, AIF® — Founder & Wealth Manager, Investably
Your Host
Michelle Gordon
AIF® · Founder & Wealth Manager, Investably

Michelle brings two decades of investment experience to every session—translating complex tax and wealth strategy into practical, actionable guidance. As a fiduciary and nationally recognized financial expert, she is committed to making sophisticated planning accessible to the founders and families who need it most. Every webinar is led by Michelle personally—never outsourced, never scripted, always substantive.

AIF® Fiduciary 20+ Years Experience Stevie Award Winner TV Expert — Comercio TV NYU Graduate
Don't Miss the Next Session

Reserve your seat.
It's free.

Every session is complimentary, virtual, and limited in size. Reserve your spot now for the upcoming real estate exits webinar—or schedule a private conversation to explore whether we're the right fit.

Register for Upcoming Webinar Schedule a Private Call

Virtual · Complimentary · No Obligation · Strictly Confidential