Upcoming: Tacos and Trusts

Our Private Educational Events

Register 
Tacos and Trusts

Tuesday June 16, 2026

Tacos & Trusts is an educational breakfast experience created specifically for business owners and high-achieving decision makers who want to better understand how trusts and strategic estate planning can help protect the life they’ve worked hard to build.

Whether you own one business or several, have children or not, are married or single, your legacy deserves a plan that protects your assets, preserves your wishes, and creates long-term security for the people and causes you care about most.

Check-In

7:40 – 8:15am

Welcome

8:15am

Presentation

8:30am-9:15am

Q & A with Attorney Joycelyn Urech

9:15am-9:30am

Closing

9:30am

What you'll walk away with:

• A clear understanding of what a trust actually is (and why it's different from a will)

• Specific insight on how trusts protect business owners' families

• Answers to the estate planning questions you've been putting off

• An Estate Planning Checklist you can take home and actually use

🎁 Bonus: The first 7 people to RSVP AND attend will receive a $25 gift card to a local Mexican restaurant. Our little thank-you for showing up for your family's future.

❋ Intentional Structure

We blend guided moments, open exploration, and space to reflect—so the experience feels both focused and fluid.

❋ Collaborative Energy

Connection is a core part of the process. You’ll learn just as much from the group as from the content itself.

❋ Expert Facilitation

Led by our expert attorney Joycelyn Urech. Learn how to protect what you’ve built from the unknowns of the future.

❋ A Supportive Space

Our events prioritize comfort, safety, and respect—so you can show up as you are and fully engage in the process.