Legacy Lift Off: Build, Protect, Prosper January 29, 2026

Legacy Lift-Off: Build, Protect, Prosper
Presented by Samuel Stempler, The Picazio/McHargue Group – Merrill Lynch & Joshua Perez, Esq., Berlin Patten Ebling, PLLC

Ready to take your business and personal wealth to the next level? Legacy Lift Off is a powerful, interactive workshop packed with practical strategies and real-world insights for business owners, individuals and professionals who want to grow smarter, protect what matters, and create a legacy that lasts.
You’ll hear from:

Samuel Stempler with The Picazio/McHargue Group – Merrill Lynch, sharing wealth building strategies to help you maximize growth and safeguard your success.
Joshua Perez, Esq. from Berlin Patten Ebling, PLLC, breaking down estate planning essentials so you can protect your business and family for generations.

This isn’t just about numbers, it’s about confidence, clarity and control. Walk away with actionable insights to future-proof your business and personal finances.
✅ Who Should Attend: Business owners, individuals and professionals ready to secure their financial future.
✅ What You’ll Learn:

Smart wealth strategies for business growth
Estate planning tips that protect your hard work
How to align your financial goals with your legacy vision

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Date and Time

Thursday Jan 29, 2026
8:15 AM - 9:30 AM EST

Doors open at 8:15 AM
Begins promptly at 8:30 AM

Please note: Pre-registration is required for this event. We will not be accepting walk-ins.
Reserve your seat today, space is limited!

Location

Venice Area Chamber of Commerce
597 S Tamiami Trl
Venice, FL 34285

597 S Tamiami Trl Venice FL 34285

Fees/Admission

Chamber Member Admission: $10
Guest: $20

Refund Policy

Contact Information

Cara Coté, Member Engagement Director (941) 800-1491
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