Protect What Matters: Estate & Succession Planning Workshop

Your business isn’t just your income—it’s your legacy. And estate planning is how you protect that legacy.

Join Financial Advisor Mikelyn Granato and Financial Planner Daniel Boehm for a practical, approachable workshop designed for business owners, entrepreneurs, and legacy-builders.

You’ll learn how to:

• Establish or update your will and powers of attorney
• Set up a business succession plan or buy-sell agreement
• Use life insurance and charitable giving as strategic tools
• Avoid common pitfalls with real-world examples

Whether you’re starting from scratch or revisiting an existing plan, you’ll leave with clarity, action steps, and peace of mind.

📍 6510 Bourgeois Rd, Houston, TX 77066🕛 Thursday, August 28 | 12:00–2:00 PM🗣️ Networking at 12:00 | Presentation starts at 12:30

Presented by Strategic Financial Group. This free event is open to the public, but space is limited—RSVP today to secure your seat.

Event Venue & Nearby Stays

The Office at Garage Project Coworking, 6510 Bourgeois Road, Houston, United States