BBB: Retirement Strategies for Small Businesses - San Marcos 8/13

Tuesday, Aug 13, 2024 at 11:30 AM to 1:00 PM CDT

221 E Sessom Dr, San Marcos, TX, 78666, United States

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BBB Accredited Business Registration Partial Approval - Free

Limited to the First 20 Accredited Businesses (Guest tickets must be purchased separately for $10/each). Accreditation will be verified after registration is complete.

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Non-Accredited Business Registration Partial Approval - $15.00

If you are a future or non-Accredited business, this is your ticket.

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Guest Registration Partial Approval - $10.00

This is a guest ticket for both Accredited and Non-Accredited businesses.

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Tuesday, Aug 13, 2024 at 11:30 AM to 1:00 PM CDT

Kerbey Lane Cafe, 221 E Sessom Dr, San Marcos, TX, 78666, United States.

Enjoy lunch with BBB and Primerica to learn about saving and investing for your retirement needs. Registration is FREE for the first 20 BBB Accredited Business, $15 for Non-Accredited BBB businesses, and $10 for all Guests. There are 40 tickets available. We will have door prizes and BBB Swag giveaways. 

 

Most business owners are familiar with a 401(k), but did you know there are other retirement plans out there? This presentation will cover the basics of investing and explore the many retirement plan options available to businesses!

 

Our presenter is Richard Gibbens, is a dually registered financial advisor and has a formal education in finance and accounting. With more than 10 years' experience in the industry, Richard's practice is focused on helping small business owners, families, and individuals deal with the complexities of debt, taxes, insurance, estate planning, investments and other financial decisions. This is a MUST-ATTEND session!

 

Doors open at 11:30 a.m. for networking. Presentation starts at noon. This is a 1-hour, interactive workshop. 

 

LUNCH: Non-alcoholic Drink served with your choice of:

    • Cobb Salad (GF)

    • Southwest Salad (GF)

    • Veggie Burger (V, VG)

    • David’s Enchiladas (V, GF)

    • Turkey & Avocado Club

    • Chicken Pesto Panini

    • ½ lb All Natural Bacon Cheeseburger

    • Bacon Wrapped Meatloaf

 

Space is limited to the first 40 registrants. 

BBB Education Foundation

https://www.bbb.org/

Better Business Bureau® serving the Heart of Texas serves more than 100 counties across Texas with offices in Austin, San Antonio, Midland-Odessa, Fort Worth, Waco, Corpus Christi, and Bryan-College Station. The mission of BBB is to be the leader in advancing marketplace trust. For over 100 years, BBB has helped people make smarter decisions and is evolving to meet fast changing marketplace needs.

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