Business Workshops

David B. Plemons CPA, Inc. offers various workshops to help your business succeed!

Topics include Social Media, Marketing, Year End Tax Reporting, Entity Creation, Bookkeeping, Budgeting, Money Management, Preparing for Retirement and other specific topics. Our staff conducts our workshops and we bring in specific speakers for the more detailed topics that can assist in growing your business to the next level.

We also offer intensive 1-day business workshops training that get to the heart of your business needs: Budgeting, Bookkeeping, Marketing, Social Media, Buy/Sell Agreements and others. Check out our calendar and sign up for our newsletter to stay in the loop. We are committed to your success!

Social Security Planning Workshop

Thursday, 1/31/19 @ Noon – 1:00pm / David B. Plemons CPA, Inc -8207 Callaghan Rd. Ste 150, San Antonio, TX 78230

Learn the answers to your questions:
• Will Social Security be there for me?
• How much money can I expect to receive?
• When should I apply for Social Security?
• How can I maximize my benefits?
• Will Social Security be enough to live
on/in retirement?

Lunch & Learn Financial Wellness: College Planning

Thursday February 28 @ 12-1pm / 8207 Callaghan Rd, Ste 150 SATX 78230

David B. Plemons CPA. Inc. wants to help you understand how to plan for your child’s college education.

Alleviating Student Loans with guest speaker from My Education Solutions

Thursday March 28 @ 12-1pm / 8207 Callaghan Rd, Ste 150 SATX 78230

Credit Management Workshop

Tuesday May 30 @ 12-1pm / 8207 Callaghan Rd, Ste 150 SATX 78230

Come and learn about:
• What is credit?
• What is a credit report?
• What is the difference between good and bad credit?
• How do you avoid bad credit?
• How do you rebuild your credit?

Health Care in Retirement Workshop

Tuesday May 30 @ 12-1pm / 8207 Callaghan Rd, Ste 150 SATX 78230

Manage your health care by learning about:
• Long-term care services
• Advance directives
• Paying for health care in retirement
• Health insurance plans

Medicare with Kyle Gordon

Tuesday June 27 @ 12-1pm / 8207 Callaghan Rd, Ste 150 SATX 78230

Lunch & Learn Financial Wellness Workshop: Home Ownership

Thursday July 25 @ 12:00pm-1pm / 8207 Callaghan Rd, Ste 150 SATX, 78230

Learn the basics of owning a home:
• Benefits of homeownership
• Rent vs. own
• Responsibilities of homeowners
• The first step, getting pre-approved
• Navigating the process

Preparing for Retirement Workshop

Thursday August 29 @ 12:00pm-1pm / 8207 Callaghan Rd, Ste 150 SATX, 78230

Learn the answers to your questions:
• How do I want to retire?
• How much money will I need to retire?
• When is the right time to retire?
• Who do I share my retirement income with?
• What are the greatest risks to my retirement plans?
• How do I invest for retirement?

Life Insurance including LIRP concept

Thursday September 26 @ 12:00pm-1pm / 8207 Callaghan Rd, Ste 150 SATX, 78230

Come and learn about:
• How much life insurance do I need?
• What type of life insurance should I buy?
• Life Insurance options/benefits
• Life insurance action plan

Wealth Transfer

Thursday October 31 @ 12:00pm-1pm / 8207 Callaghan Rd, Ste 150 SATX, 78230

helpful tips & links

Tax Tip of the Week

www.taxtipoftheweek.com

Department of Labor

www.dol.gov

Internal Revenue Service

www.irs.gov

Small Business Administration

www.sba.gov

Social Security Administration

www.socialsecurity.gov

Texas Comptroller of Public Accounts

www.comptroller.texas.gov

Texas Workforce Commission

Texas Comptroller of Public Accounts Webfile

www.comptroller.texas.gov/taxes/filepay

Don't Be Shy. Get In Touch.

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!