03/05/2026
Many people work hard their entire lives preparing for retirement building savings, investing, and planning for the future. But one question often gets overlooked:
How do you protect what you’ve built and make sure it actually reaches the people you love?
On Saturday, March 21st at 11:00 AM, I’ll be joining Tony Jackson, The Real Money Coach, and Sherika Balliford of Desert Rose Capital Management for a powerful financial and retirement planning seminar at Topgolf Charlotte University.
Tony will be sharing strategies on building wealth, strengthening retirement plans, and creating long-term financial security.
I’ll also be discussing the legal side of protecting your money and legacy, including:
• The real difference between a will and a trust
• How families unintentionally lose assets through probate mistakes
• Why putting property in children’s names can create serious problems
• How to protect your home and assets for the next generation
• How to keep your affairs private and organized
If you’re serious about building wealth, protecting your retirement, and leaving a legacy for your family, this will be a great event to attend.
📍 Topgolf Charlotte University
9110 Drivers Way
Charlotte, NC
🗓 Saturday, March 21
⏰ 11:00 AM
Brunch will be included.
👉 Register here:
www.ipadevent.com �
Hope to see you there.
— Shannon R. Wright
Attorney at Law
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