Event Details
You've worked hard to build your business. Are you doing everything you can to protect it?
Running a successful business takes more than hard work. It takes a strategy that brings together legal protection, tax planning, and financial guidance.
Join us for Three Experts. One Smarter Plan., a FREE business owner workshop featuring three professionals who will share valuable perspectives on protecting what you've built and planning for the future.
Meet Your Experts:
⚖️ Andrea Shoup | Founder & Attorney, Shoup Legal
📊 Michael Klein, CPA | Founder & CPA, MPK Advisors & CPAs
📈 Craig Milton, CFP | Financial Advisor, Edward Jones
What You'll Learn:
• How estate planning can help protect your business and personal assets
• Important tax considerations every business owner should understand
• Financial planning strategies for long-term business and personal goals
• Why coordinating your legal, tax, and financial plans matters
• Steps you can take today to build a more secure future
📅 Thursday, November 5, 2026
🕔 5:00 PM
📍 Ronald H. Roberts Temecula Public Library
30600 Pauba Rd., Temecula, CA 92592
This workshop is FREE, but space is limited!
Reserve your seat today!