Planning for the future can feel overwhelming—especially when it involves finances, insurance, estate planning and protecting the people you love. A free Houston workshop is designed to make those conversations easier to understand and act on.
The Complete Life Plan: Finance, Protection & Peace of Mind workshop will be held on Tuesday, August 25, 2026, from 11 a.m. to 1 p.m. at 20415 SH-249, Suite C, Houston, TX 77070.
This free educational luncheon introduces the fundamentals of financial and estate planning in a practical, approachable way. The discussion will focus on steps people can take now to strengthen their financial future, protect their families and begin building a lasting legacy.
Practical guidance from Houston professionals
The workshop brings together professionals from The Fitzpatrick Group, NextUp Houston and Texas Law Solutions, including Fosca Piomelli Barrios, lead attorney at Texas Law Solutions, along with Karla Galvan and Kamela Scarbeck. Drawing on their professional and personal experiences, the speakers will help participants better understand financial and estate-planning topics that are often postponed until later in life.
What you’ll learn
- Investing essentials that may help create a more secure financial future
- Life and legacy planning basics
- Ways to protect loved ones and prepare for what comes next
- The work NextUp Houston is doing in the local community
- Practical answers from professionals who work with these issues every day
The workshop is intended for anyone beginning to think seriously about their future, approaching retirement or wanting to ensure that their family and assets are protected. Attendees are also encouraged to share the event with friends, relatives, clients or colleagues who may benefit from the information.
Lunch will be provided at no cost. Seating is limited, so advance registration is encouraged.
Free Houston Workshop
Event details
- What
- The Complete Life Plan: Finance, Protection & Peace of Mind
- When
- Tuesday, August 25, 2026 · 11 a.m.–1 p.m.
- Where
- 20415 SH-249, Suite C, Houston, TX 77070
- Admission
- Free; advance registration required
