Dear Adviser,

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Congratulations on a terrific year!

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We are pleased to extend this invitation for our 26th Annual Presidential Adviser Trip, February 18-22, 2026 at Casa Marina Key West. A legendary landmark destination, the recently remodeled Casa Marina embodies the elegance and character of Old Key West combined with reimagined guestrooms and new modern amenities to offer a relaxing, contemporary experience.   

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On the following pages you will find more information about the trip as well as a registration form that we request you complete by December 31, 2025.

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We are grateful for your support and look forward to spending this time with you!

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Brent Owens and the cfd Investments family