FREE BUSINESS OWNER WORKSHOP

Lunch & Learn

Estate Planning for Business Owners

A practical session designed to give business owners clear answers and proven strategies

to protect their company and family — complimentary lunch will be served.

Wednesday, October 1, 2025

11:30 am - 1:00 pm

McKenzie Room - Santa Rosa County Chamber of Commerce

4315 Avalon Boulevard, Milton, FL 32583

Why You Need to Be in the Room

Estate planning isn’t only about the future. It’s about taking action today.  This workshop will give you the knowledge to make choices that protect both your loved ones and your legacy.


You'll walk away with:

  • Peace of mind knowing your wishes and family are protected
  • Confidence knowing your business and family are protected
  • Steps to prevent conflict between partners or heirs
  • Clarity on what estate planning really means for business owners


Wednesday, October 1st at the McKenzie Room

Santa Rosa County Chamber of Commerce

4315 Avalon Boulevard, Milton, FL 32583

Spots are limited - reserve yours today!

Presented By:

Elizabeth Joiner

Owner & Attorney

What You’ll Learn During This Session

  • How to get started with a plan that works today and adapts with your life
  • The best way to protect your assets and your children—without spending a fortune
  • What really happens if you don’t have a plan
  • Why DIY wills and online forms often fail when you need them most
  • How to keep your family out of court and conflict