Business Owner Success Workshop: AI, Succession & Estate Planning Mistakes

Whether you're growing your business, planning for retirement, or preparing for the next chapter, this workshop will help you:

· Identify costly retirement, succession, and estate planning mistakes before they become problems.

· Avoid mistakes that quietly erode the value of the business limiting options down the road.

· Gain practical strategies to strengthen your business, your financial future, and your legacy.

· Prevent top AI mistakes - from using AI as a one-off tool vs. an integrated intelligence layer, to ignoring automation in core operations, to having no AI adoption plan as part of their exit or transition strategy.

· Walk away with actionable ideas.

· Receive complimentary planning resources and a follow-up strategy session.

Enjoy city views, lite bites, beverages, and networking with fellow business workers!