Protecting Your Business Legacy | Houston Center SBDC

As a dedicated business owner, you've invested countless hours and immense effort into building your business. But when you want to pass on the reigns, you will discover that many businesses can crumble in the transition to the next generation. Join us for an enlightening session where you'll discover the power of enhanced planning.

Highlights:

• Transfer your assets
• Minimize your taxes
• Cement your legacy
• Uphold the harmony within your family

This session is intended for business owners who are committed to securing the future of their business by understanding the elements of a well-designed exit plan characterized by success and unity.

Event Schedule:

• 9:00–9:30 a.m. — Networking
• 9:30 a.m.–12:00 p.m. — Presentation, Instruction, and Q&A

Speaker:

      Peter Acquaro, LUTCF, Investment Adviser Representative, Houston Retirement Solutions, LLC

Peter is a U.S. Navy veteran and financial services professional with more than 25 years of experience in client-focused financial services. In 2022, he founded Houston Retirement Solutions, LLC, a veteran-owned firm serving the Greater Houston area. He is active in community leadership and partners with local organizations to provide financial education and resources.

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It is imperative to add centeric@ic.sbdc.uhbauer.org to your approved senders' list to be able to receive event confirmations and links.

Please Note:

• Each person attending an event must have their own account. Multiple people may not register under one account.
• The SBDC reserves the right to cancel a class for insufficient enrollment, weather emergencies, and other unforeseen circumstances. Should a cancellation occur, we will use the email you provided to contact you.
• Preregistration is highly recommended. If an event is canceled or postponed and you have not preregistered, we will not be able to contact you.
• If you choose to register at the door, you will need your mobile device to complete your registration otherwise you will not be allowed to attend.
• Satisfactory meeting room temperatures are difficult to maintain. Always bring a sweater or jacket to ensure comfort.
• No children under the age of 16 are allowed in the workshop.
• Only service animals allowed - If you need to bring a service animal with you to a workshop please contact us ahead of time.
• Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the UH SBDC at (713) 752-8488 for accommodations, or if you have questions about this class.