Avoid the Top Estate

Planning Mistakes

Hosted by Pinnacle Investment Advisors, LLC

Enjoy a complimentary dinner while discovering how to avoid common mistakes when building your estate plan.

Plan with Confidence: A Public Event with Pinnacle Investment Advisors

Join us for a complimentary Workshop and Learn How Enhanced Planning Can Help Protect What You Care About Most

WHAT YOU'LL LEARN:

  • Protect your legacy while bypassing extra fees or delayed probate.
  • Digital vault advantage by organizing vital documents so your heirs aren't left in a crisis.
  • Balance, living now without sacrificing inheritance for loved ones.
  • Defeat the death tax, ensuring your wealth stays in your family's hands.
  • Bulletproof your wealth to shield your estate from market volatility.
  • Plus much, much more!

THINGS TO NOTE:

  • Registration starts at 5:30PM and we will begin promptly at 6PM.
  • We do not accept late arrivals.
  • No agents or advisors permitted.
  • Privately catered dinner from Kohler's Catering will be served as our thank you for joining us!

SEMINAR SCHEDULE | *Check-in at 5:30, event starts at 6:00


Currently, there are no scheduled events. Stay tuned for updates or sign up to receive notifications about upcoming seminars.

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Bio Image

Steve Temple

Steve Temple is a Registered Investment Advisor Representative with LoneStar Wealth Management, bringing over 28 years of experience in the financial services industry. Steve is also the host of the weekly Temple Talk Radio show, where he shares financial insights and practical guidance in a relatable, down-to-earth way for his audience. Specializing in working with retirees and those approaching retirement, Steve is known for his consultative approach—comparing multiple strategies to identify the path that best aligns with each client’s goals. Having guided hundreds of families, he excels at simplifying complex financial matters into clear, actionable strategies designed to provide long-term stability and peace of mind.

It is Steve’s mission to ensure every client sees true value in the planning process—utilizing a structured, state-of-the-art approach that empowers them to compare options and confidently choose the strategy that delivers their desired outcome.

Bio Image

Michael Jon Byers

Michael Jon Byers is President & Founder of LoneStar Wealth Management & LoneStar Registered Investment Advisors, PLLC. Michael is co-author of the book, “Planning a Secure Retirement”, & hosted a radio talk-show for seven years called “The Money Talk Show”, providing financial planning tips and instructions. He has additionally aired on Fox News on numerous occasions as a financial analyst. Coupled with over 22 years of experience, Michael excels at translating complex financial matters into understood dialect for readers & audiences around the country. It is Michael’s mission to educate & equip everyone for the financial life of their dreams, while avoiding the volatility of the greater economy. As the proud son of an Army Veteran, Michael grew up in Korea, Okinawa Japan, Germany & the United States. While growing his financial practice, he is also an involved parent alongside his wife Sarah, raising seven wonderful children; Kimberlee, Ethan, Caden, Bri, Sky, Seth, & baby Jon.

Advisory services are offered by Pinnacle Investment Advisors, LLC, a Registered Investment Advisor in the State of Ohio. Insurance products and services are offered through Temple Financial Solutions, an affiliated company. Pinnacle Investment Advisors, LLC and Temple Financial Solutions are not affiliated with or endorsed by the Social Security Administration or any government agency.

This information is not tax, legal, accounting, or estate planning advice and you should consult your own attorney, accountant, or tax professional. The content on this website is for informational purposes only and should not be used to make any financial decisions.

Exclusive rights to this material belongs to Luson Media, LLC. Unauthorized use of the material is prohibited.

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