You've Built It. Now Protect It. | Free Business Owner Workshop

About this event

You've worked hard to build your business. Are you doing everything you can to protect it?

Running a successful business takes more than hard work. It takes a strategy that brings together legal protection, tax planning, and financial guidance.

Join us for Three Experts. One Smarter Plan. , a FREE business owner workshop featuring three professionals who will share valuable perspectives on protecting what you've built and planning for the future.

Meet Your Experts:

⚖️ Andrea Shoup | Founder & Attorney, Shoup Legal

📊 Michael Klein, CPA | Founder & CPA, MPK Advisors & CPAs

📈 Craig Milton, CFP | Financial Advisor, Edward Jones

What You'll Learn:

• How estate planning can help protect your business and personal assets

• Important tax considerations every business owner should understand

• Financial planning strategies for long-term business and personal goals

• Why coordinating your legal, tax, and financial plans matters

• Steps you can take today to build a more secure future

📅 Thursday, November 5, 2026

🕔 5:00 PM

📍 Ronald H. Roberts Temecula Public Library

30600 Pauba Rd., Temecula, CA 92592

This workshop is FREE, but space is limited!

Reserve your seat today!