Stages of Success Workshops: Estate Planning

Name: Stages of Success Workshops: Estate Planning
Start: 2025-09-05T09:00:00-04:00
End: 2025-09-05T10:00:00-04:00
Location: 3320 Loveland Blvd, Punta Gorda, FL 33980-7403, United States

Schedule

Fri Sep 05 2025 at 09:00 am to 10:00 am

UTC-04:00

Location

3320 Loveland Blvd, Punta Gorda, FL 33980-7403, United States | Punta Gorda, FL

📚 Estate Planning for Small Business Owners 🏛️
Join us for an informative members-only class designed to help small business owners protect their assets, plan for the future, and ensure a smooth transition for loved ones.
👩‍💼 Presenters:
• Christine Hause, VP, Senior Wealth Strategist – Crews Bank & Trust
• Attorney Mark Martella – Martella Law PLLC
• Jami Joannes – Charlotte County Chamber of Commerce
✨ What You’ll Learn:
How to create or review an estate plan to protect your business and heirs
Practical strategies for navigating end-of-life planning
Ways to ensure your hard-earned assets are transferred smoothly
Steps to address challenges for yourself, your spouse, and your parents
Peace of mind in knowing your legacy is secure
💡 This is the eighth and final workshop in our FREE Stages of Success Workshop Series. There is no cost to attend, but we kindly ask for your registration so that we may properly plan.
Don’t miss this chance to gain expert insights and prepare for when “Life Happens.”