Estate Planning Fundamentals and Common Missteps
2026-07-29 14:00 - 15:00 (America/Indiana/Indianapolis) | UT
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.
Most estate plans are created with good intentions, but many do not keep pace with changes in family circumstances, asset ownership, and evolving tax laws.
In this session, Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on estate planning fundamentals and the decisions families face when preparing wealth to pass from one generation to the next. This seminar will explore common estate planning mistakes, beneficiary and titling considerations, trust planning concepts, and strategies designed to help families maintain clarity, continuity, and control over their wishes.
Attendees will gain practical insight into how thoughtful estate planning can help preserve family wealth, reduce unnecessary complications, and create a framework for future generations to responsibly steward the resources entrusted to them.
Event Details
Date: Wednesday, July 29
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Estate planning documents every family should have
Common mistakes that can derail an estate plan
Beneficiary designation and asset titling pitfalls
Trust planning strategies and key considerations
Ways to prepare future generations for wealth transfer

Register Today!

Gifting Strategies, Family Limited Partnerships, and Highly Appreciated Assets
2026-08-05 14:00 - 15:00 (America/Indiana/Indianapolis) | UT
Join us via Zoom as we discuss how many families reach a point where they begin asking whether wealth should be transferred during life, at death, or through a combination of both. The answer often depends on family goals, tax considerations, and the nature of the assets involved.
Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on gifting strategies, Family Limited Partnerships (FLPs), and planning opportunities involving highly appreciated assets. This seminar will explore how families can thoughtfully transfer wealth, maintain flexibility and control, and create structures that support both financial and family objectives over time.
Attendees will gain practical insight into strategies that may help preserve family wealth, reduce unnecessary tax exposure, and prepare future generations to become responsible stewards of the resources entrusted to them.
Event Details
Date: Wednesday, August 5
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Gifting strategies for transferring wealth during your lifetime
Family Limited Partnerships (FLPs) and their planning benefits
Considerations for highly appreciated assets
Tax-efficient strategies for wealth transfer
Preparing future generations for responsible stewardship of family wealth

Register Today!

Real Estate Transfers and Step-Up in Basis Planning
2026-08-19 14:00 - 15:00 (America/Indiana/Indianapolis) | UT
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 planning considerations that can arise when property changes hands. This seminar will explore step-up in basis rules, gifting considerations, ownership structures, and common planning opportunities that may impact both families and business owners.
Attendees will gain practical insight into how thoughtful planning can help preserve family assets, reduce avoidable tax consequences, and ensure real estate holdings continue to support long-term family goals.
Event Details
Date: Wednesday, August 19
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Real estate transfer strategies for families and business owners
Understanding step-up in basis rules and opportunities
Gifting considerations for real estate assets
Property ownership structures and planning implications
Strategies to reduce avoidable tax consequences and preserve family wealth

Register Today!

Haynie's 8th Annual Golf Fundraiser
2026-08-24 08:00 - 15:00 (America/Denver) | Thanksgiving Point, 3300 W Club House Dr, Lehi, UT, 84043, United States
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 reserve your spot!
We hope you’ll join us for a great round of golf in support of a meaningful cause – we look forward to seeing you there!
Event Details:
Date: August 24, 2026
Time: 8:00 am shotgun start
Location: Thanksgiving Point Golf Club
Sponsorships Available
Register Today

Business Succession and Multi-Generational Wealth Planning
2026-08-26 14:00 - 15:00 (America/Indiana/Indianapolis) | UT
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 on business succession and the challenges families face when preparing to pass wealth, leadership, and responsibility from one generation to the next. This seminar will explore common succession planning considerations, ownership transition strategies, family dynamics, and the role tax, valuation, and estate planning can play in a successful transition.
Attendees will gain practical insight into how thoughtful planning can help preserve business continuity, align family and financial goals, and prepare future generations to become capable stewards of the assets and opportunities entrusted to them.
Event Details
Date: Wednesday, August 26
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights

Business succession planning fundamentals
Ownership transition strategies and considerations
Navigating family dynamics in succession planning
The role of tax, valuation, and estate planning
Preparing the next generation for leadership and stewardship

Register Today!
