Financial Wellness Brunch

JOIN US FOR A FINANCIAL WELLNESS BRUNCH! ABOUT THIS EVENT Join us for an elevated and intentional morning at the Financial Wellness Brunch—a curated experience designed for ambitious entrepreneurs and professionals ready to take control of their financial future. This is more than a brunch—it’s a powerful conversation around financial clarity, business structure, and wealth-building strategy. If you’re doing everything right in your business but still feel stretched, overwhelmed, or unsure how to scale and truly build wealth—this experience is for you. Hosted by Michelle Hernandez, Real Estate Broker, and Dr. Patty Mason, Business & Tax Advisor, this event will guide you through: ✨ Understanding how your business is structured—and if it’s working for you ✨ Identifying gaps in your financial flow and cash management ✨ Shifting from working in your business to building a scalable asset ✨ Positioning yourself to invest confidently and build real wealth Expect a morning of meaningful connections, elevated conversation, and actionable insights—all in a beautiful, intentional setting. WHO THIS IS FOR * Entrepreneurs & small business owners * Professionals looking to build wealth intentionally * Individuals ready to scale their income and invest smarter * Anyone seeking clarity around money, structure, and long-term growth EVENT SCHEDULE 10:00 AM – 10:20 AM Arrival, Check-In & Brunch 10:20 AM – 10:30 AM Welcome & Opening Remarks 10:30 AM – 11:10 AM Financial Wellness & Business Structuring with Dr. Patty Mason 11:10 AM – 11:40 AM From Income to Investment with Michelle Hernandez 11:40 AM – 12:10 PM Open Discussion & Q&A 12:10 PM – 12:30 PM Intentional Networking