May 15th  |  7 - 9PM

Let’s Taco ’Bout It:

Estate, Wealth & Protection Night

What to Expect

Join us for Let’s Taco ’Bout It: Estate, Wealth & Protection Night—a relaxed evening designed to help you protect and grow what matters most. Here’s what’s on the menu:

Estate Planning Insights

Davis Miles Law Firm will guide you through strategies to safeguard your legacy and ensure your wishes are protected.

Investing Strategies

Lenai will share actionable tips for growing your wealth, diversifying your portfolio, and planning for long-term financial success.

Mortgage Guidance

Get expert advice on navigating mortgages, understanding rates, and making smart decisions for your home and future.

Life Insurance Essentials

Learn how to protect your family and future with a proper plan.

Secure, Grow, Protect.

Let’s Taco ’Bout It.

Let’s Taco ’Bout It: Estate, Wealth & Protection Night

Agenda

7:00 PM – Doors Open & Welcome

  • Guests arrive and will be guided to their reserved seating

  • Drinks served: refreshments and iced lattes

7:00 – 7:30 PM – Dinner Service

  • Elegant dinner featuring steak and chicken tacos

  • Time to settle in, enjoy your meal, and mingle casually

7:30 – 8:30 PM – Speakers & Insights

  • Estate Planning – Davis Miles Law Firm

  • Investing Strategies – LeNai Bellamy, Primerica

  • Life Insurance Essentials – Sara Bellamy, Primerica

  • Mortgage Guidance – Practical tips and New Home Owner advice

  • Ways to Save – Greg Streib & Rob Crosby, Client Solutions

8:30 – 9:00 PM – Networking & Game Planning

  • Connect with your agents & speakers

  • Share insights, ask questions, and discuss financial goals and next steps

Get The Knowledge You Need. The Connections You Want.

All in One Night.