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Event Details
TAB Fort Worth Business Bites Lunch 'N Learn Register by 12/31; limited seating
Please plan to join us for "Protect Yourself Against the Business Triple Threat" on Wednesday, January 5, 2011, at 11:45 AM at the Fort Worth office of Shannon, Gracey, Ratliff & Miller, LLP located in the Carter Burgess Plaza in the heart of downtown.
Our speaker is Anne Salick, Financial Advisor, Principal Financial Group.
Anne will discuss preparing for and protecting yourself against The Business' Triple Threat:
- Disruption to your ability to earn income
- Keeping the doors open to your business
- Maintaining the value of your business
Topics of Discussion include:
•What would happen if you suddenly died, or became disabled and couldn't run your business?
- How would you pay your utilities, your lease or employees' salaries until you returned to work or sold the business?
- Would you have to spend your hard-earned savings, your retirement assets or even your child's college education funds to make
ends meet at home?
•What would happen in a divorce, or if you decided to retire or you just don't want to do this any longer?
Register by January 3, 2011 - there is not a fee to attend this event.
Comments from previous Business Bites:
"Clear, solid information I will use. Loved it! - Mark Thielke, 9/1/10
"Good venue, lunch and program. Would highly recommend for the future" - Richard Minker, 5/5/10
"Good lunch, good speaker, nice guests - I think you have it covered" - Amy Kelly, 4/7/10
SPEAKER BIOGRAPHY
Anne Salick, Financial Advisor
Financial Services Representative | Princor® Registered Representative
Anne Salick's mission is to motivate business owners, executives and individuals to take immediate positive action in their financial lives. She brings a successful career of enterprise and small business management and financial consulting expertise into her financial practice to enable her mission.
Anne's advisory practice is focused helping business owners of small - medium closely held businesses to identify and achieve the vision of their financial futures with financial solutions for their needs and desires as well as for their employees. Anne also works with individuals to help them proactively plan for issues such as retirement and investments, protection of their lives and incomes, college education funding, and other life events.
Before joining Principal in 2008, Anne owned her own consulting business helping small businesses with their financial plans. And she had enjoyed a successful corporate career helping companies define and implement their business strategies and computer system initiatives. She utilizes her business acumen with her consultative skills to understand client's needs and desires and help them define their own financial path to their future. Anne's passion to help people succeed financially allows her clients to be in control of their own destiny and makes a positive difference in their business and their family lives.
Anne's career has been marked by constant recognition of her achievements. In 2009, Anne was among the top 5 New Advisors in the Southwest Business Region. Her BBA is from the University of North Texas (UNT) in Business Computer Information Systems, and she is pursuing her MBA in Finance at UNT. She is a lifetime member of in Beta Gamma Sigma, an International Business
Honor Society. She is a Board Member of the Women in Insurance and Financial Services (WIFS).
WHEN: Wednesday, January 5, 2011
TIME: 11:45 AM to 1:15 PM
WHERE: Shannon, Gracey, Ratliff & Miller, LLP, Carter Burgess Plaza, 777 Main Street, Suite 3800 Fort Worth, TX 76102 (held in the
firm's library).
REGISTER: By January 3, 2011; seating is limited to 20; TAB members have seating preference.
REGISTER EARLY
COST: No charge.
GUEST POLICY: TAB members and non-members are welcome to bring a guest. All guests should register at link above.
LUNCH: A lunch will be provided, compliments of Shannon Gracey.
PARKING: Complimentary valet parking is available in the Carter Burgess Plaza parking garage located on the corner of 7th and Commerce Streets. Parking tickets may be validated in the lobby on the 38th Floor. Parking will be validated for all those in attendance. It is suggested that participants validate their parking before entering the library for the Business Bites presentation.
QUESTIONS: Email Cheryl or 817-614-2160.
CANNOT ATTEND AFTER RSVP: Please email Cheryl or call Cheryl at 817-614-2160 ASAP. We usually have a waiting list and you will give others a chance to attend. Thank you from your hosts, Ed and Valerie Riefenstahl of The Alternative Board of Fort Worth, Texas.
"Protect Yourself Against the Business Triple Threat"
When & Where
Shannon, Gracey, Ratliff & Miller, LLP
777 Main Street, Suite 3800
Fort Worth,
TX 76102
Wednesday, January 5, 2011 from 11:45 AM to 1:15 PM (CST)
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