Join us via Zoom for a discussion on how, for many business owners, the greatest challenge is not building a successful business, but determining what happens when the next generation is asked to lead it. Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion…

Get ready for a great day on the course at our upcoming golf fundraiser benefiting The Haynie Foundation! Join us for an 18-hole, 4-person scramble filled with golf, networking, and fun. Your day includes breakfast and lunch, course games and activities, and prizes for winning teams. Sponsorship opportunities are still available. Sign up today to…

Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next. Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on real estate transfer strategies and the…