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Bank on Your Business Success: Buy Stock in Your Startup with Lexi Ingraffia of Guidant Financial Group

March 30 @ 12:00 pm - 1:00 pm MDT

Bank on Your Business Success: Buy Stock in Your Startup
with Lexi Ingraffia of Guidant Financial Group
Tuesday, March 30, Noon to 1 p.m.; virtual session using Microsoft Teams
More than half of U.S. households have some investment in the stock market. The way it operates may be mysterious to many of us and its unpredictable nature can be cause for concern. If your talents, skills, and experience seem like a more certain bet, you may want to invest some of those funds in yourself.
Rollovers for Business Startups (ROBS) is a financing method where you can use qualified retirement savings to fund your startup without tax penalties and early withdrawal fees. This is a great option to pair alongside traditional bank financing that typically requires a borrower to share in the risk of the business venture by “injecting” at least 10% of the total startup costs into their project.
This complimentary one-hour virtual workshop using Microsoft Teams will cover:
  • What was the impetus for ROBS
  • Steps and costs involved in forming and maintaining a ROBS
  • Benefits of ROBS
  • Successful ROBS case studies
Webinar Details:
  • Date: Tuesday, March 30, 2021
  • Time: Noon to 1 p.m.
  • Cost: Complimentary, but you must register to reserve a virtual seat
  • Place: Virtual session using Microsoft Teams
  • Register: via Eventbrite or call (208) 501-7573
About the presenter:
Lexi Ingraffia is a Senior Financing Consultant with Guidant Financial Group—a trusted leader in ROBS financing with over 140 employees in three locations dedicated to serving small businesses and franchises. Prior to joining Guidant Lexi worked as Director of Franchise Development for an emerging brand where she aided in the growth of over 150 individual locations and over 25 transfers.
Lexi loves getting to know potential franchisees/business owners and hearing their stories. She’s instilled many potential business owners with the confidence and education necessary to understand the different avenues available to them for funding a small business.

Details

Date:
March 30
Time:
12:00 pm - 1:00 pm MDT