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!

Medicare with Kyle Gordon

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

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?

Lunch & Learn Financial Wellness Workshop: Home Ownership

Thursday October 24, 2019 @ 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

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

Department of Labor

Internal Revenue Service

Small Business Administration

Social Security Administration

Texas Comptroller of Public Accounts

Texas Workforce Commission

Texas Comptroller of Public Accounts Webfile

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!