Financial Literacy & Estate Planning Workshop

Life’s biggest moments, like buying a home, investing, starting a business, scaling your income, and planning for retirement, don’t fit into just one category. They live at the intersection of law, taxes, and long-term financial strategy.

That’s why this workshop brings together an estate planning attorney, a CPA, and a financial advisor in one room, because real financial wellness happens when all three work together.

🍷 Wine & Charcuterie provided — because adulting deserves a snack and a drink.

You'll hear from:

Host: Derek Mergele-Rust, Founding Partner & Attorney @ DebnamRust

Derek has built his practice around helping people protect what they've worked for and ensure it goes where they intend. His work in estate planning and probate, combined with his deep commitment to the LGBTQ+ community and his experience as an adjunct law professor, makes him a trusted voice on the legal decisions that matter most.

Presenter: Bryan Granhold, CPA — Granhold Services

Bryan brings a practical, no-jargon approach to taxes and financial organization. Whether you're an individual trying to understand your return or a small business owner juggling bookkeeping and compliance, Bryan helps clients feel in control of their financial picture, not overwhelmed by it.

Presenter: J. Chad Pritchett, CFP®, AAMS™, MBA, Financial Advisor — Edward Jones

Chad focuses on the long game: retirement planning, wealth strategy, and helping people make decisions that align with their actual lives, not just their account balances. He works closely with entrepreneurs and LGBTQ+ clients and brings a relationship-first approach that prioritizes understanding your goals before offering any recommendations.

Whether you're just starting to think about these topics or you've been meaning to get things in order for years, this is a rare opportunity to ask real questions and get real answers — all in one room.

Come ready to learn. Leave with a clearer picture of where you stand and what steps to take next.

To learn more about how we support the Dallas community, visit debnamrust.com.

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

Get App

Host or Publisher DebnamRust, P.C.