Securing Your Financial Legacy

Join us at Mosaic CoWork for an impactful Power Luncheon focused on wealth preservation, strategic financial planning, and legacy building. Connect with industry experts, network with local professionals, and gain actionable insights to protect and grow your wealth. Building wealth is only half the equation—protecting and passing it down ensures true long-term impact. This edition of the Power Partners Luncheon brings together top financial advisors and legal experts to share proven strategies for securing your personal and business financial legacy.

Whether you’re an entrepreneur, executive, or professional looking to elevate your wealth strategy, this session will provide direct guidance on asset protection, investment planning, and generational transfer.

Featured Speakers & Panelists:

• Ann Marie Sorrell – President & CEO, The Mosaic Group
• Jonathan Batts – Private Wealth Advisor, Goldman Sachs & Co. LLC
• Karen Holloway – Financial Advisor, Northwestern Mutual
• Chioma Deere – Senior Counsel, SSRG Atlas LLP

Key Information

• Date: Wednesday, October 21, 2026
• Time: 11:30 AM – 1:00 PM
• Location: Mosaic CoWork | 5840 Corporate Way, Ste 250, West Palm Beach, FL 33407

🎟️ Admission: Free (Registration Required)

Complimentary Lunch Included