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

Ready to elevate your business strategy and strengthen your financial foundation?
Legacy Lift Off is a dynamic, solutions‑driven workshop designed for business owners and professionals who want to scale strategically, protect their assets, and build a legacy that lasts.

You’ll gain insights from:

• Samuel Stempler, The Picazio/McHargue Group – Merrill Lynch
  Sharing strategic wealth‑building approaches that help businesses maximize growth, manage risk, and safeguard long‑term success.
• Joshua Perez, Esq., Berlin Patten Ebling, PLLC
  Breaking down estate‑planning essentials every business and professional needs to secure their company, protect their family, and ensure continuity for future generations.

This workshop goes beyond finances, it’s about providing clarity, confidence, and practical tools to strengthen both your business and your personal financial future.

✅ Who Should Attend

Those looking to optimize their financial strategy, support business growth, and protect their future.

✅ What You’ll Learn

• Strategic wealth‑growth approaches for businesses and professionals
• Estate‑planning insights that protect your company and your family
• How to align financial decisions with long‑term goals and legacy planning