Surviving Today, Securing Tomorrow: Financial & Estate Planning

Many business owners focus on making money without realizing how quickly financial disorganization, poor planning, or a missing estate strategy can put everything they’ve built at risk. This workshop is designed to close those gaps before they become costly.

Led by The Wealth Nook and DWH Law, this session breaks down how cash flow clarity, compliance, and estate planning work together to protect your business, your assets, and your future.

This is not a motivational talk or surface-level education. It’s a practical, scenario-based conversation for owners who want control, not surprises.
WHO SHOULD ATTEND

This workshop is ideal for:

• Business owners earning $100k+ annually
• Founders with growing assets or dependents
• Single-member LLCs and closely held businesses
• Owners who want their business to survive audits, life events, and transitions

This is not for hobby businesses or side hustles.
WHAT YOU’LL LEARN

Attendees will gain clarity on:

• Where financial missteps quietly create risk
• How cash flow, bookkeeping, and compliance impact asset protection
• What happens to your business if you’re incapacitated or pass away
• How estate planning actually works for business owners
• The immediate steps you can take to reduce exposure and strengthen protection

You’ll leave with insight — and a clear path forward.

EVENT DETAILS

• Central Florida Area
• Format: In-person workshop
• Length: 2 hours
• Investment: Free ticket
• Style: Educational, practical, and action-oriented
• Business Planning Road Map & Resource List Workbook
• Light Bites + Wine Tasting Included

This event is intentionally structured to provide clarity first — then solutions.

Most business owners don’t realize they’re exposed until something goes wrong. This workshop helps you see the risks early and take action while you still have options.

Education builds awareness. Strategy builds protection.

Info: Connect with other business owners before the session begins.

Info: Understanding how cash flow, financial clarity, and compliance form the first line of defense for your business and personal assets.

Info: How estate planning protects your business, prepares for incapacity, and ensures continuity for your family and legacy.

Info: Ask questions and get real answers based on real scenarios.

Info: Clear options for moving forward, including a discounted consultation or complimentary strategy call. Your ticket cost will be applied toward services if you choose to move forward.

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

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Host or Publisher The Wealth Nook