Plano, TX April 2024

Invest in Yourself!

As we enter a new month, I want to take a moment to emphasize the importance of investing in oneself—a theme that deeply resonates with the core values of our publication.

In a world that is constantly evolving, the most valuable asset any individual possesses is themselves. Your skills, knowledge, and personal growth are the building blocks of a successful and fulfilling life. It is with this perspective that we bring you the April issue of our magazine, dedicated to the theme of "Investment."

Within the pages of this issue, you will find inspiring stories of individuals who have taken bold steps to invest in their personal and professional development.

Furthermore, we delve into the importance of investing in the arts. Creativity is a powerful force that adds richness to our lives. Whether it's exploring your artistic talents, supporting local artists, or immersing yourself in various forms of creative expression, investing in the arts contributes not only to personal fulfillment but also to the cultural wealth of society.

We have curated articles that provide practical advice on various aspects of personal development, including estate planning, financial literacy, well-being, and the arts. Our team has interviewed experts from different fields to offer valuable insights and actionable tips that you can incorporate into your own journey of self-improvement.

I encourage each of you to take a moment to reflect on your own journey and consider how you can invest in yourself and your community. Whether it's learning a new skill, setting personal goals, or supporting the arts community, the April issue aims to inspire and guide you on this holistic path of self-discovery and empowerment.

Thank you for being a valued reader and for allowing us to be a part of your journey. Here's to investing in yourself and unlocking the limitless potential within.

Best regards,

ANGI BURNS, PUBLISHER @PLANOCITYLIFESTYLE

Are you on the association board for your subdivision? Do you have someone you would like to nominate for Student, Non-Profit or First Responder of the Month. Contact us for information on how you can be included in upcoming articles and share your events and ideas. We would love to partner with you to host our events in your neighborhood! Just give us a shout. We want to meet you.

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April 2024

PUBLISHER

Angi Burns | angi.burns@citylifestyle.com

PUBLICATION DIRECTOR

Hang Le | hang.le@citylifestyle.com

PUBLISHER ASSISTANT

Kathy Moreno | kathy.moreno@citylifestyle.com

SALES MANAGER

Joseph Rivers | joseph.rivers@citylifestyle.com

STAFF WRITER

Tiffany Velasquez, Kathy Moreno

STAFF PHOTOGRAPHERS

Magnolia Fire Photography, Serah Prince, Joe Fang

CONTRIBUTING WRITERS

Plano Chamber of Commerce, Dawna Huebert, Lorie Burch

CONTRIBUTING PHOTOGRAPHERS

Plano Chamber of Commerce, Dawna Huebert

Corporate Team

CHIEF EXECUTIVE OFFICER Steven Schowengerdt

CHIEF OPERATING OFFICER Matthew Perry

EXECUTIVE DIRECTOR OF HR Janeane Thompson

DIRECTOR OF FIRST IMPRESSIONS Jennifer Robinson

TECHNICAL DIRECTOR Josh Klein

AD DESIGNER Matthew Endersbe

LAYOUT DESIGNER Rhiannon Coffman

Learn how to start your own publication at citylifestyle.com/franchise.

We are the premier comfort experts; our team specializes in high efficiency solutions for your business and home’s heating, ventilation and air conditioning. No matter the weather―if it’s too hot or too cold― we have you covered. We have a solution for all your needs with 40 plus years of experience in the industry. We combine our superior service with top of the line products to offer our customers the first class experience and peace of mind that everyone deserves. Investing in your comfort is our top priority.

city scene

1 - 3: The Plano Chamber of Commerce Women’s Division program offers events that grow, empower, and build the business community. Women’s Division offers quarterly opportunities to come together either to network and/or learn from others in the community.

4 - 7: For more than 25 years SKI Plano (Supporting Kids in Plano) has raised critical funds to help Plano ISD students throughout the district. This important fundraiser provides support for the Welcome & Enrollment Center, Grants to Educators, sends fifth graders to camp, supports health science certifications, robotics and so much more.

Want to be seen in the magazine?

Elephant Trunk Moving Supplies is thrilled to announce the opening of its brick-and-mortar location at 308 Coit Rd. Ste. 100, Plano, TX 75075. The decision to establish a storefront reflects the company's growth and desire for increased visibility. The new location will allow clients to pick up or drop off their rented supplies, but the business will still perform deliveries and pick-ups: delivering and picking up their reusable moving supplies. Visit www.elephanttrunk.net for more information.

Dirty Dough Delivers Delicious Dessert

Congratulations & welcome to Plano, Dirty Dough Cookies! Located at 4621 W. Park Blvd., Suite 105, Dirty Dough is serving up their signature “super-stuffed cookie bombs”. Their team is all about people and cookies with character.

Jackson Elementary Levels Up

5th graders from Jackson Elementary dove into the world of engineering this Engineering Week with a thrilling bridge-building challenge. Thanks to the guidance of Olsson Engineering reps, students used straws and tape to put their skills to the test in a hands-on competition. From design to construction, their bridges were tested at the center span to see just how much weight they could bear. The suspense and tension were high and students were all smiles afterward!

Photography by Plano Chamber of Commerce

Photography by Plano ISD

ARTICLE BY KATHY MORENO

local experiences

Discover seamless event experiences with top-notch party planning services and venues. From elegant ballrooms to trendy urban spaces, these services offer tailored solutions for every occasion. Enjoy stress-free planning with expert coordinators, customizable packages, and cutting-edge amenities. Elevate your event with the best in the business, ensuring unforgettable moments and creating memories that last a lifetime.

Event 1013: | Whether you’re planning a wedding, a classy event, or an intimate gathering, they have the flexibility to suit your needs. 1013 E 15th Street, Plano, TX 75074

In Your Pocket Events: | They are right where you need them to be for all your corporate events. From concept and planning to setting up and taking down, IYP excels at creating events that will leave your attendees delighted. | www.inyourpocketevents.com

Magnolia Mixology Co. &  Event Planning: | Planning services to help from concept to completion for celebration parties, weddings, graduations and more. www.planningwithmagnolia.com

Zander's House: A modern, elegant full service venue featuring outstanding cuisine and unique amenities to wow all of your guests.  2300 North Central Expressway, Plano TX 75074

The Glitz Plano:  Looking for an Elegant Event Venue in Plano, TX? Look no further than The Glitz Plano. 6837 Coit Rd Suite B, Plano, TX 75024

There’s one investment that will always stand solid: estate planning. You and your family deserve the dignity of a plan that will tell your story and honor your legacy. Invest in your family’s future – contact us today!

ARTICLE AND PHOTOGRAPHY BY PLANO CHAMBER OF COMMERCE

of Plano's Leadership Investing in the Future

40 YEARS OF LEADERSHIP PLANO Members of Leadership Plano Class 40 (The Best Class Ever!)

Forty years ago, visionary leaders in Plano recognized that dynamic growth was imminent. They determined that, to prepare for this growth, they needed to recruit and train men and women with diverse perspectives who were prepared to address issues critical to Plano’s future.

Leadership Plano grew from that vision.

Over the years, more than 1,200 individuals have graduated from the program, with many taking on significant community leadership roles. Leadership Plano is dedicated to educating, developing, and empowering current and future leaders for the community, motivating them to serve civic, charitable, and business organizations, according to its mission statement.

Kelle Marsalis, President/CEO of the Plano Chamber of Commerce, says, "Leadership Plano is the flagship leadership program for the Plano Chamber. Our business investors value the leadership training and community engagement it provides to established and up-and-coming leaders within their companies. The Plano Chamber is proud of the immense impact Leadership Plano has had on Plano and our greater region for more than 40 years."

Leadership Plano graduates serve on the Plano City Council, including Mayor John Muns and City Manager Mark Israelson. Of the seven Plano ISD Board of Trustees, four are alumni of Leadership Plano, including Board President Nancy Humphrey and Superintendent of Schools Dr. Theresa Williams. Leadership Plano alumni also serve as executive directors and board members of many local nonprofit organizations, putting the skills they learned into action.

Dr. Theresa Williams, Plano Superintendent of Schools, said, "Leadership Plano was a transformative experience for me. I gained essential leadership insights, an expanded network, and community

Leadership Plano Alumni assisting at Economic and Business Development Session Hosted by Toyota

Mayor Muns addresses the LP class

“Leadership Plano was a transformative experience for me. I gained essential leadership insights, an expanded network, and community knowledge, which have been invaluable in my leadership journey”

knowledge, which have been invaluable in my leadership journey from Deputy Superintendent to Superintendent. Now, I am thrilled to give back to the community as a Leadership Plano alum and board member."

Sam Johnson, Chair of the Leadership Plano Advisory Board, said, "Recruitment for the program is a year-round activity. We seek individuals who are committed to Plano’s service and business communities and who want to learn more about Plano. We aim for a diverse pool of applicants who are willing and able to dedicate the time and effort required to gain the skills necessary to become future leaders."

Through eight full-day, monthly class sessions, Leadership Plano introduces class members to the community and its leaders, including city and school district officials, business executives, leaders of healthcare and public safety institutions, and regional and state leaders. The final session, entitled "Servant Leadership," introduces dozens of nonprofit organizations serving Plano, helping class members discover their passion and encouraging them to apply for board or volunteer service.

Application forms are available online on the Plano Chamber of Commerce website.

CRITERIA FOR SELECTION:

• A history of involvement or a strong desire to become actively involved in the community.

• A commitment to ongoing personal development and community education.

• A willingness to accept leadership roles with civic, charitable, and community organizations.

• A commitment to program attendance and participation requirements.

LP Class 40 participating in a simulated society exercise

BEYOND THE STAGE

ARTICLE BY ANGI BURNS PHOTOGRAPHY BY MAGNOLIA FIRE PHOTOGRAPHY, SERAH PRINCE

THE TRANSFORMATIVE POWER OF INVESTING IN ARTS EDUCATION

DISCOVER THE GENESIS DIFFERENCE

Genesis Children's Theatre, located in the heart of Plano, has earned the respect of educators and directors all over Plano ISD, and acting professionals around DFW because they run the theatre in a professional, organized way, steeped in theatrical tradition that garners respect. Plano City Lifestyle sat down with the Founders, Neicole Woodall and Megan Demsky, to learn more about their program and how the community can support the organization. We are delighted to pass along the valuable insights gathered from our candid conversation.

Q: IN WHAT WAYS DOES THE GENESIS CHILDREN'S THEATRE CONTRIBUTE TO THE CULTURAL FABRIC OF PLANO?

A:

We have been proud members of our community for over 13 years. Our parents and families know that when they walk through the doors at Genesis, their student

CONTINUED >

““After seeing one of our student performances, many of our audience members remark: “That wasn’t just good children’s theatre...that was great THEATRE!”

is going to be greeted by staff who know their child’s name, know who their child is, and are interested in their full well-being. Because we keep our class sizes small, intentionally, our students are more than just a dollar sign. Our families know that in this competitive world of children’s theatres, ours stands out because of the quality versus quantity mentality we have.

Q: HOW DOES INVESTING IN CHILDREN'S THEATRE CONTRIBUTE TO THE OVERALL DEVELOPMENT AND GROWTH OF YOUNG INDIVIDUALS?

A: Soft skills are becoming increasingly essential in the workplace and everyday life. Theatre provides an excellent way to develop them. Actors are constantly honing their emotional intelligence, and empathy, and learning how to work with all types of people from all types of backgrounds and world views.

Successful theatre students also have great organizational abilities. Negotiating their schedules around rehearsals and performances requires exceptional time management.

Actors also have to think on a variety of different levels; embodying their characters while maintaining an external perspective demands high-level thinking. Actors are also exposed to new vocabulary, diverse perspectives, and challenging circumstances, requiring them to be well-rounded and adaptable.

We do a lot of “period pieces” so the students have to learn about history, from what they wore to how they would carry themselves physically, to colloquialisms, to political climates, all affecting what their characters are going through.

Q: WHY DO YOU THINK CHILDREN'S THEATRE PLAYS A CRUCIAL ROLE IN ENRICHING THE CULTURAL LANDSCAPE OF A COMMUNITY?

A: The arts help us to express ourselves, and more importantly, to FIND ourselves. Arts help to unify

people. A playwright can start important conversations by putting a difficult subject into perspective by using comedy, a composer of a musical can unlock emotion just by creating that melody that strikes a chord inside you, a lyricist can write one line that is so poetic, and so accurate, it can blow your mind. It is the actor’s job to be able to get behind that line or lyric and bring it to life. Through that study, bringing truth to what is written on the page, these kids must look inside themselves to see what they relate to, emotionally or mentally.

Q: WHAT MAKES GENESIS UNIQUE AND SO SPECIAL?

A: There is something magical about our shows, our space, and the professional theatre makers we have on staff. Our directors are seasoned professionals and are unique because of their tenure in the business.

I can’t tell you how many students have said, “Genesis is my second home.” So many kids find their “people” here and our kids are so great at welcoming new students to their second home. The most heartbreaking but beautiful thing we hear, and this is heavy, is “Genesis saved my life.” The impact of that statement is huge. We are a safety net, a place where all kids are welcome.

One hallmark at our theatre is our Ovation Award. This is given to any student who completes their sixth main stage show at Genesis. Our Executive Director, Neicole Woodall, gets up in front of the whole cast and their families and speaks to that student's transformative time at Genesis over those last 6 shows. It is a big honor for that student, lots of happy tears are shed, hugs are given, and pictures are taken. From then on, that student then has their picture on the wall and is recognized in our playbills. There is no cost or competition they must complete. It is our honor to recognize them on our wall. Our Standing Ovation award is for 20 main-stage productions. At the final bow for the show, Ms. Neicole comes out and addresses the audience and speaks to that student's growth over the past 20 main stage shows (which takes several years

to complete) and the student is awarded with our Standing Ovation award. Their picture goes on our lobby wall, for all to see, and, as you can imagine, this is a big achievement, full of so much love and joy!

Our MOST important tradition that we created and do for each show is called: Love Notes. This is the bow that ties up months worth of hard work and growth. At Genesis, we are a mentorship program disguised as a theatre, and love notes is one of our hallmark traditions. Before our closing show, we gather the whole cast and their families, and the director reads each student the handwritten Love Note they have prepared. These notes speak encouragement to our students, recognizing their growth through the show, and recognizing what specific things they have done on stage and off stage which deserve noticing and praise. We believe in the power of kind and encouraging words and that is how we run, not only our rehearsals, but also our theatre. We hold a high bar, but we hold it with respectful communication, always leading with encouragement and positivity.

CONTINUED >

Established in 2010, Genesis Children's Theatre started when the mother and daughter team of Neicole Woodall and Megan Demsky wanted to offer something new and exciting to the young actors in North Texas.

Genesis produces around 6 to 7 shows a semester, and averages about 18-19 shows a year! Tuition covers everything the students need. No ticket purchase requirements and no costumes to purchase. As in the professional theatre, the job of costuming actors is the responsibility of the theatre and the director’s creative vision.

Funding is vital to maintain quality programming. Donors of all kinds are vital to the forward progress of these programs.

To support Genesis Children's Theatre please visit  genesischildrenstheatre.org/support-genesis or call 972-599-3505.

Neicole Woodall and Megan Demsky, Owners of Genesis Children's Theatre

Non-Profit of the Month

LIFE Community Enrichment (LCE) isn’t your traditional non-profit. The Plano-based foundation pairs a laser focus with heartfelt creativity to directly help deserving people at risk of slipping through the cracks during difficult life situations.

LCE searches for those facing financial hardships who don't yet qualify for traditional charitable assistance. Its goal is to reach people at a critical time to offer a hand up, so they don’t ultimately need a handout. LCE surrounds individuals and families from all walks of life with caring, specific support on a case-by-case basis, finding the right solutions to help them on their journey up the ladder.

In addition to personal, heart-to-heart outreach, LCE operates ongoing programs to honor specific members of our communities:

• DFW Sensory Prom, open to special needs students in North Texas

• Teacher’s Wish Program, fulfilling classroom wishes for outstanding educators

• New coats and shoes delivered to needy students through local school districts

• Holiday assistance for those who may not qualify with other organizations

To learn more about LCE and its programs, contact Executive Director Dawna Hubert at dhubert@lifeassociation.org or log on to www.lifecommunityenrichment.org.

LCE’s mission, “Enriching Our Communities, One LIFE at a Time,” can’t be accomplished alone. It relies on community partners and organizations to find deserving individuals in need. By reaching out with open arms when other organizations can’t, LCE helps fulfill their missions while continuing to realize its own.

LCE recipients usually fall into one of six categories:

• Health issues

• Struggling single parents

• Domestic violence survivors

• Those laid off or between jobs

• Crime victims

• Fires or natural disasters

Dawn Huebert, Founder, and Cheryl Landry, President of LCE Board

INVEST IN LEAVING A LASTING LEGACY

ARTICLE BY LORIE BURCH, OWNER/FOUNDING ATTORNEY, BURCH LAW PHOTOGRAPHY BY JOE FANG

DON'T LEAVE YOUR FATE (AND ESTATE) TO THE STATE

I know, I know, no one wants to talk about "end-oflife" planning. I get it. But it’s coming, sooner or later, and one of the biggest mistakes you can make is to not have a plan. Another significant mistake is trying to put together your Will, Trust, Powers of Attorney, and other estate planning documents through "Do It Yourself" online forms, kits, or even cut-rate legal services. (Spoiler alert: most of the time, those plans don’t even work!) It is critical for people to understand cost versus value and that like any good investment, the time and money you put into a quality estate plan now will have a huge rate of return…when it matters most!

Let’s see if we can help you understand how Wills and estate planning is one of the smartest investments. First, below is an overview of the costs of no planning versus two types of planning: 1. A Will Plan or 2. A Revocable Living Trust Plan:

COST WITHOUT ANY ESTATE PLAN IN 2024:

1. Potential Legal Fees – Probate Court: $7,000 - $14,000+; Total Fees: $17,000-$29,000+

2. Court Delay Time – Time to start: 9+ months; Total time delays: YEARS

3. Who Inherits Home & Assets: State of Texas decides

4. Who is in Charge of Distributing Assets: State of Texas decides

5. Who is Guardian of Your Kids: State of Texas decides

6. Privacy: Public record of assets & family history

COST WITH A WILL PLAN 2024:

1. Potential Legal Fees – Probate Court: $3,500 - $7,000+

2. Court Delay Time – Time to start: 3+ months

3. Who Inherits Home & Assets: You decide

4. Who is in Charge of Distributing Assets: You decide

5. Who is Guardian of Your Kids: You decide

6. Privacy: Public record of your Will & assets

COST WITH A REVOCABLE LIVING TRUST PLAN IN 2024:

1. Potential Legal Fees – $0

2. Court Delay Time – N/A

3. Who Inherits Home & Assets: You decide

4. Who is in Charge of Distributing Assets: You decide

5. Who is Guardian of Your Kids: You decide

6. Privacy: Private/No public record

As you can see, there is a huge cost in time, money, privacy, and frankly, your own choices when it comes to not having a quality plan. Now, the difference between a Will and a Revocable Living Trust is for another time, but it is something only an experienced, qualified law firm should be advising you on. More on how to find such a firm later.

Wills and estate planning are one of the smartest investments one can make. There is a huge cost in time, money, privacy, and, frankly, your own choices when it comes to not having a quality plan. Now, the difference between a Will and a Revocable Living Trust is for another time, but it is something only an experienced, qualified law firm should be advising you on. More on how to find such a firm later.

When people come to the Burch Law Firm, often they say, “we want to spend as little as possible.” The question I ask then is, “Now or later?” Because like any good investment, it’s going to take some time and money

now to save a lot more later. Many people, sadly, think “anything” such as DIY forms or reduced-fee legal services are “better than nothing.” Unfortunately, most of the time they aren’t even valid or can make things even worse. We’ve seen people lose their homestead exemptions or cut out a spouse inadvertently because they tried to do this planning on their own.

So, how do you choose the right law firm to create your estate plan? Well, if you’re going to do this, you need to do it right! But what does that mean? If you’re reading this, then hopefully you’ve already realized that DIY kits and forms, or those legal programs are not for you, and you need a qualified law firm to put together your estate plan. How do you know if you’ve picked the right one? If you have no experience when it comes to how Wills, Trusts, Powers of Attorney, and other estate matters get handled when the time comes, then the easiest way to decide is… well, cost. As long as it sounds like they get the job done, right? Sadly, even law firms make things much more expensive and time-consuming when it’s time to actually use the planning documents they create! Sure, they may be “cheap” or easy to create, set up, and sign, but how can you be sure they'll stand up when it matters most?

Here are some final thoughts. Estate planning is often called “legacy planning.” Why? Well, one of the definitions of “legacy” is: “an amount of money or property

left to someone in a Will.” Another definition of “legacy” is “the long-lasting impact of particular events and actions that took place in the past, or of a person’s life.” Now, your legacy could either be the long-lasting impact of not creating a proper estate plan…or it could be the long-lasting impact of your life. When you create an estate plan, and you do it right, then your family will be able to focus on the story of your life and not the impact of you leaving a mess. And your story is your legacy. You and your family deserve the dignity of a plan that will tell your story and honor your legacy. Now that is something worth investing in!

Below is a checklist of what to look for when choosing an Estate Planning Law Firm.

• What percentage of their practice is focused on estate planning? (This should be at least 50%.)

• Do they also handle probate cases or estate administration? (If they don’t know how these documents get interpreted by courts and financial institutions when you pass away, then they shouldn’t be drafting them.)

• Will they guide you on arranging bank accounts and designating beneficiaries for life insurance, retirement, and investments?

• Will they help you get your documents signed properly so they work?

• Do they provide you with originals and electronic copies of your signed documents?

• Do they have a succession plan in case of the owner's death, sale, or retirement, ensuring continuity for updates and family needs?

• How do they charge if you want to update your plan?

• Do they provide periodic reviews of your plan to make sure it is still in line with your wishes and any changes in the law?

• Do they have expertise in advising on asset protection and business interests for business or rental property owners?

• Will they draft and ensure the filing/recording of deeds, such as for a revocable living trust?

• Why do they do what they do? Do they have a clearly defined mission statement or value statement?

APRIL 2024

events

A SELECTION OF UPCOMING LOCAL EVENTS

APRIL 5TH

Craig Wayne Boyd in Concert

Love and War in Texas: 601 E Plano Pkwy, Plano, TX 75074 | 8:00 PM

For over two decades, this has been a beloved destination, blending Texan flavors with a unique ambiance that combines ranch house dining, live music, and Hill Country charm. Come see Craig Wayne Boyd, a Dallas native now residing in Nashville, is a renowned country singer-songwriter, famed for clinching victory on Season 7 of NBC's The Voice under Blake Shelton's mentorship.

APRIL 6TH

Children’s Advocacy Center of Collin County 2024 Gala

Renaissance Dallas at Plano Legacy West Hotel: 6007 Legacy Drive, Plano, TX 75024 | 6:30 PM

The Children’s Advocacy Center of Collin County is a nonprofit organization providing hope to children and families victimized by child abuse. This annual gala is the Center’s largest fundraiser. Enjoy delicious food, live entertainment, and much more! Don’t miss this premier Collin County event!

APRIL 8TH

Total Solar Eclipse at the Library

Haggard Library: 2501 Coit Rd Plano, TX 75075 United States | 1:00 PM

Step in the shadow of wonder and experience the awe-inspiring celestial event known as a total solar eclipse. Limited supply of viewing glasses available at all five library locations.

APRIL 12TH

Repertory Company Theatre Presents "Guys and Dolls"

Courtyard Theatre: 1509 H Ave. Plano, TX 75074 | 7:30 PM

Musical Masterpiece, Guys and Dolls opens at The Courtyard Theater this April! Gangsters and gamblers, missionary dolls and showgirls are in town and on stage. Yes, it’s Guys and Dolls – Broadway’s perfect musical comedy about gambling men and the women who long to tame them.

Want to be featured?

APRIL 14TH

Plano Symphony Orchestra presents: Musical Adventures, Musical Safari

Plano ISD Robinson Fine Arts Center: 1800 Alma Dr Plano, TX 75075 | 3:00 PM

Journey on a musical safari with the string section of the Plano Symphony Orchestra! This 45-minute concert will feature animal themed music such as “Cruela di Vil” from 101 Dalmatians, The Lion King, and the Pink Panther. Families will listen to great music and come face to face with a few live animals brought to us by The Creature Teacher!

APRIL 14TH

Markets at Assembly Park

Assembly Park: 1717 East Spring Creek Parkway Plano, Texas, 75074 | 11:00 AM

Get ready for a delightful day of indulgence at “Markets By Missy,” a vibrant event that brings together the best of local food, artisan crafts, and community spirit. This free-to-the-public extravaganza is a must-attend affair for all foodies, shoppers, and families looking to enjoy a perfect day out.

APRIL 18TH

Queen Tribute

Legacy Food Hall: 7800 Windrose Ave, Plano, TX 75024 | 7:00 PM

Want to feel like you’re back in the 70s watching Freddie Mercury work his magic? Queen Legacy is the most authentic Queen tribute in Texas, with all the vocal power and raw energy of the real band. Get wrapped up in the stage persona and theatrics of one Freddie Mercury.

APRIL 28TH

Plano Bridal Show

Plano Event Center: 2000 East Spring Creek Parkway, Plano TX 75074 | 12:00 PM

Premier bridal event of North Dallas with over 110 wedding businesses to plan your perfect wedding. Featuring upscale professional wedding businesses, a fashion show, door prizes and giveaways, and new wedding trends.This upscale bridal show will feature: professional wedding businesses, fashion show, door prizes, and giveaways.

Empowering Your Financial Journey

STRATEGIC INVESTING WITH ALTLAND AND HARRIS FINANCIAL GROUP, INC.

In today's complex financial landscape, discussions about money management may evoke apprehension and uncertainty for some people, especially individuals who manage both their personal and business finances. Despite how daunting the idea is, postponing financial planning can hinder a family from building generational wealth.

At the core of effective financial planning lies a fundamental step: assessment. Whether contemplating retirement, preparing for a child's education, or navigating business working capital, the journey begins with an evaluation of one's financial circumstances and aspirations. This reflective process sets the stage for envisioning a clear financial trajectory—a roadmap tailored to individual goals and aspirations.

We sat with the experts at Altland and Harris Financial Group, Inc. to get their input on some common questions families and business owners may have like, "How do I save for my child's college education?", "How much money do I need to retire comfortably?", "How do I get more capital to grow my business?", or the infamous, "What is considered a tax write-off for my business?".

Henry Harris, the CEO of Altland & Harris, states that "Although there may be quick solutions like a 529 College Savings Plan, a tax-advantaged savings plan for future education costs, there are restrictions and limitations that consumers must be aware of". As far as a “comfortable retirement,” that might look different depending on who you ask, which will lead to further questioning like, "What's your timeline until retirement?".

When it comes to business finances and a business owner looking to grow their business with limited capital, having a trusted CPA is a key business partner. A good CPA should help identify tax-savings advantages by understanding your business as if it were their own and help set up tax

ARTICLE BY HANG LE | PHOTOGRAPHY BY MAGNOLIA FIRE PHOTOGRAPHY, SERAH PRINCE

savings measures. Further, they can help you prepare your business finances, which is a requirement for most creditors and/or banks when qualifying for a loan.

As much as we would like to separate our personal and business life, especially when it comes to finances, it can be challenging since they may impact each other inherently, especially for a business owner who has devoted their personal life savings in hopes to create financial freedom for themselves or their families.

When it comes to your financial investments and well-being, it is imperative that you work with someone you trust who is knowledgeable and understanding of your unique set of circumstances.

One thing that defines Henry, and his firm, is the sheer amount of time and knowledge he gives back to his community. When he’s not volunteering to tutor children and adults at his local church, he is an adjunct professor at Collin County Community College where he teaches a class to help students earn their certification through the American Institute of Professional Bookkeepers. He’s also a volunteer facilitator of a free monthly tax workshop at the college to help business owners get off to a successful start.

Henry is a natural-born educator with the knowledge and desire to help people succeed — whether it’s building a prosperous business or investing for retirement. When you work with Henry and his team of qualified professionals, you’ll get the dedication to deliver superior service and attention to detail you need to help reach your goals.

All that being said, when it comes to financial planning, there is not a “one-sizefits-all” for any one client. If you have any questions, please reach out to Altland and Harris at hharris@moneyconcepts.com.

“Whether contemplating retirement, preparing for a child's education, or navigating business working capital, the journey begins with an evaluation of one's financial circumstances and aspirations.”

When it comes to your financial investments and well-being, it is imperative that you work with someone you trust who is knowledgeable and understanding of your unique set of circumstances.

Important Investing Information: Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. All Securities Through Money Concepts Capital Corp., Member FINRA/ SIPC Investments are not FDIC or NCUA Insured Disclosure May Lose Value - No Bank or Credit Union Guarantee. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC All Non Securities and Non Advisory Products through Money Concepts International, Inc. Altland and Harris Financial Group, Inc. is an independent firm not affiliated with Money Concepts Capital Corp.

The Gold Standard in the Construction Industry

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We bring a uniquely catered process and

that all

building to warranty. This approach eliminates finger pointing

the home you ended up with — your vision stays perfectly intact, down

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