Workshop: Thinking Ahead: Estate Planning & Financial Security - June 12, 2025
We’re excited to invite you to our upcoming workshop designed to support and strengthen local businesses.
This session will explore essential strategies and best practices, including:
- Understanding the Basics of Estate Planning
- Building Financial Security for Employees
- An Integrated Approach to Personal and Employee Financial Wellness
Join us to enhance your business strategies and ensure your operations are positioned for long-term success. Don’t miss this opportunity to learn from industry experts and connect with fellow local business owners.
Presented by:
Joshua Perez, Esq. – Berlin Patten Ebling
Maribeth Holland – Sutton Place Capital
We look forward to seeing you there!
By attending this event, you consent to be photographed and recorded for use in our marketing materials. If you do not agree, please do not enter the event premises.
Event Sponsors
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Date and Time
Thursday Jun 12, 2025
8:30 AM - 9:30 AM EDT
Doors open at 8:15 am
Workshop starts promptly at 8:30 am
You must preregister for this event. We will not be taking walk ins.
Reserve your seat now as space is limited!
Location
Venice Area Chamber of Commerce
597 S Tamiami Trail
Venice, FL 34285
Fees/Admission
Venice Area Chamber Member Cost: $10
Future Member Cost: $20
Contact Information
Cara Coté, Member Engagement Director
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