Protecting Your Business Legacy | Houston Center SBDC

6/11/2024

9:30 AM - 12:00 PM

Location: Houston Center SBDC, 1455 West Loop South, Suite 900, Houston, TX 77027

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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.

Presenter:

Peter Acquaro, LUTCF, Financial Advisor, Houston Retirement Solutions, LLC

It is imperative to add sbdctraining@uh.edu to your approved senders' list to be able to receive event confirmations for SBDC events.

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 Houston Center SBDC at (713) 752-8488 for accommodations, or if you have questions about this class.

Presenter(s):

Peter Acquaro

Peter, a Long Island native, served in the US Navy before earning a BS in General Studies from Texas Tech University in 1996. Relocating to Houston in 1998, he embarked on a successful career in financial services, spanning over 25 years. Holding various roles, including Managing Director, he prioritized client well-being and self-improvement. In 2022, he fulfilled his dream of establishing Houston Retirement Solutions, LLC, a veteran-owned firm serving Greater Houston. Peter, residing in Southwest Houston with his spouse and three children, actively engages in community service, notably through leadership roles in associations and boards. He is Vice Chairman of the Southwest Management District Board of Directors and has coached baseball in his 501c(3) Select Team. Committed to financial education, Peter collaborates with organizations like the Small Business Development Center, Houston Christian University, and management districts across Houston, aiming to empower individuals with financial knowledge and resources.