Building Wealth Is Only Half the Story — Protecting It Is the Legacy

We’re hosting an exclusive educational event focused on one of the most overlooked truths in financial success: it’s not just about how much wealth you build — it’s about how well you protect and preserve it.

We’ll dive into the full lifecycle of wealth:

• How to intentionally build it
• How to legally protect it
• How to retain it through life’s uncertainties
• And how to transfer it with purpose

Too often, families work tirelessly to accumulate wealth, only to see it quietly eroded by taxes, poor planning, long-term care costs, or lack of legal structure. This event is designed to change that narrative.

You’ll hear from three trusted professionals who each play a critical role in the wealth-building and wealth-retention process:

• Tom Olsen, Estate Planning Attorney, will walk through how proper estate planning is essential to protecting what you’ve built, ensuring your assets go where you intend, and avoiding unnecessary legal complications, taxes, and probate delays.
• Robert Hidock, Medicaid Planning Specialist, will educate on strategies for Medicaid qualification, and the use of Personal Service Contracts to help preserve your net worth while preparing for potential healthcare needs, without having to spend down the entirety of your assets.
• Viviana Solano, Financial Advisor, will guide the conversation around intentional wealth creation, smart accumulation strategies, and how proper planning connects all the pieces — protecting your income, your assets, and your long-term vision.

This event is for professionals, business owners, families, and retirees who want to:

✅ Build wealth with clarity

✅ Protect it with strategy

✅ Retain it through life’s risks

✅ And leave a lasting, intentional legacy

Because true wealth isn’t measured by what you build alone — it’s measured by what you’re able to keep, protect, and pass on.

Info: 9:30 - 10 AM Welcome
10 AM – 10:15 financial planning
Q&A
10:25 Break
10:30 Estate Planning
20 mins
Q&A
11:00 -11:30 AM Medicaid Planning
Q&A
12:00 PM

Know what’s Happening Next — before everyone else does.

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Host or Publisher Carolina Mesa