Extraco LINC Workshop | Employee Benefits
Extraco LINC Workshop | Employee Benefits
Tue, Feb 21, 12:00 PM
Startup Waco • Waco, TX
Free
Actions Panel
Extraco LINC Workshop | Small Business & Self-Employed Financial Planning
Hear from Jeremy Mocek, APMA, Investment Manager of Academy Capital Management, to hear an overview of several financial planning topics.
When and where
Date and time
Location
25 N Coworking Waco 510 Austin Ave. Waco, TX 76701
Map and directions
How to get there
About this event
This workshop provides a wide overview of several financial planning topics that are relevant to small business owners, self-employed individuals, freelancers, and sole proprietors. We will take an in-depth look at some of the most impactful planning tools and techniques available in the areas of:
-Retirement Planning
-Tax-Efficient Investment Planning
-Insurance
-Succession Planning
Lunch will be provided! Questions? Email LINC@extracobanks.com.
