About this Event
Life’s biggest moves, buying property, investing, launching businesses, growing your income, and leveling up, are happening right now. But when life is moving fast, it’s easy to let the legal, wealth-building, and tax pieces fall through the cracks.
This isn’t a boring lecture about retirement. This workshop is designed to help you get your affairs in order, so your current world is organized, optimized, and protected. We are talking about strategies for today to help protect tomorrow.
We’re bringing a CPA, an estate attorney, and a strategy advisor into the same room to help you think through the decisions that impact your money, your assets, your loved ones, and the legacy you’re building.
Whether you’re focused on protecting what you have, growing what you’re building, or creating a future that would make your ancestors proud, this workshop will help you start building a clearer legacy blueprint.
Leave the guesswork behind and walk away with practical insight for your life, your asset growth, and your protection strategy.
🍷 Wine & Light Bites provided: because adulting deserves a snack and a drink.
Event venue & nearby stays
1519, 1519 Main Street, Dallas, United States
Concerts, fests, parties, meetups — all the happenings, one place.