The NCCCC Business Resource Committee Presents

Virtual Morning Coffee Event

Financial Planning & Estate Planning for Families and Business Owners

Whether you have a family or own a business, your financial life is more complex- and so are your planning needs. This webinar is designed for anyone who wants to be more intentional about protecting what they have worked so hard to build.

Join us for a dynamic virtual Morning Coffee event, where chamber members Matt Haddock of Coburn Financial and Attorney George Schober of Schober & Schober PC will walk attendees through practical financial and estate planning strategies that every individual and business owner should understand.

Whether you’re thinking about protecting your personal assets, planning for succession, or simply getting organized, this session will provide clear, actionable guidance you can implement right away. Participants will also have the opportunity to ask the experts their questions during the live session.

What We’ll Cover:

✔ Essential estate planning documents everyone should have
✔ How to organize and protect your financial assets
✔ Planning considerations for business owners
✔ Business continuity and succession basics
✔ Common mistakes to avoid

This session is designed to serve both individuals and members of our business community — because protecting your financial household means protecting everything you’ve worked hard to build.

Bonus Perk: Registered attendees will receive a special coffee coupon offer courtesy of Enfield Produce & Deli and will be entered to win a Enfield Produce Coffee Mug with FREE Coffe for a YEAR!

Grab your coffee, log in, and start organizing your financial future with confidence.

 

The NCCCC Business Resource Committee Presents - Financial Planning & Estate Planning for Families and Business Owners

Register Now

  • Wednesday Mar 18 2026, 8:00 AM - 10:00 AM
  • Virtual Teams Meeting