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You know why you worked so hard. Will your plan tell that story?Behind your business are years of decisions, sacrifices, and people you wanted to build something for.
What happens next deserves that same intention. Who should benefit from what you’ve built? What do you want to pass on? Which people and causes do you want your legacy to support?
Join Andrea Shoup of Shoup Legal, Michael Klein, CPA, of MPK Advisors & CPAs, and Craig Milton, CFP, of Edward Jones for a free estate planning workshop.
Explore how wills, trusts, and financial and tax planning can help you prepare your business, real estate, and other assets for the people and causes that matter to you.
You’ve put years into building something meaningful. Set aside an evening to think about how it carries forward.
� November 5, 2026 | 5:00 PM
� Ronald H. Roberts Temecula Public Library
30600 Pauba Rd., Temecula, CA 92592
Register through the link in our bio. Space is limited.
#EstatePlanning #LegacyPlanning #MurrietaBusiness #TemeculaBusiness #TaxPlanning #TemeculaEvents #WealthManagement
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Temecula Public Library, 30600 Pauba Rd,Temecula, California, United States
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