Surviving Today, Securing Tomorrow: Financial & Estate Planning
Details
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.
## WHY THIS EVENT IS DIFFERENT
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.