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CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20261007T180000Z
DTEND:20261007T190000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Education Series: Avoiding the Financial Mistakes Business Owners Make
DESCRIPTION:Join HBAGK for our monthly Education Series as we bring to you different topics to help you keep up with the latest business trends and help you grow your business. This month we welcome Pete Amrein from Amrein Wealth Strategists to discuss common financial planning mistakes seen among successful business owners.\n\n\n\nKey points that will be discussed include:\n\n                      Holding excessive cash\n\n                      Investing without a defined strategy\n\n                      Lacking a retirement income plan\n\n                      Outdated beneficiary designations\n\n                      No written financial goals\n\n                      Assuming the business alone will fund retirement\n\n \nPete Amrein is a Tax Strategist at Amrein Wealth Strategists with over 11 years of experience specializing in tax strategy\, retirement planning\, and real estate investment. He serves as a member of the Tennessee Home Builders Association and provides investment oversight for the organization's operating reserves. Based in Knoxville\, Pete lives with his wife\, Maggie\, and their two children and enjoys golfing in his free time.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:14px\;"><span style="color:#000000\;">Join HBAGK for our monthly Education Series as we bring to you&nbsp\;</span><span style="font-family: arial\;"><span style="color:#000000\;">different topics to help you keep up with the latest business trends and help you grow your business.&nbsp\;</span></span><span helvetica="" style="color: rgb(0\, 0\, 0)\; font-family: Oxygen\, Arial\, ">This month we welcome Pete Amrein from Amrein Wealth Strategists to discuss common financial planning mistakes seen among successful business owners.<br />\n<br />\nKey points that will be discussed include:</span></span>\n\n<div class="x_MsoNormal" style="margin: 0in 0in 0in 0.5in\; font-size: 12pt\; font-family: Aptos\, sans-serif\; color: rgb(36\, 36\, 36)\; text-indent: 0in\;"><span style="font-size:14px\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: Symbol\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: inherit\;">&middot\;<span color:="" margin:="" new="" padding:="" style="border: 0px\; font-style: normal\; font-variant: normal\; font-size-adjust: none\; font-language-override: normal\; font-kerning: auto\; font-optical-sizing: auto\; font-feature-settings: normal\; font-variation-settings: normal\; font-stretch: normal\; line-height: normal\; font-family: " times="" vertical-align:="">&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;</span></span></span><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;">Holding excessive cash</span></span></div>\n\n<p class="x_MsoNormal" style="margin: 0in 0in 0in 0.5in\; font-size: 12pt\; font-family: Aptos\, sans-serif\; color: rgb(36\, 36\, 36)\; text-indent: 0in\;"><span style="font-size:14px\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: Symbol\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: inherit\;">&middot\;<span color:="" margin:="" new="" padding:="" style="border: 0px\; font-style: normal\; font-variant: normal\; font-size-adjust: none\; font-language-override: normal\; font-kerning: auto\; font-optical-sizing: auto\; font-feature-settings: normal\; font-variation-settings: normal\; font-stretch: normal\; line-height: normal\; font-family: " times="" vertical-align:="">&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;</span></span></span><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;">Investing without a defined strategy</span></span></p>\n\n<p class="x_MsoNormal" style="margin: 0in 0in 0in 0.5in\; font-size: 12pt\; font-family: Aptos\, sans-serif\; color: rgb(36\, 36\, 36)\; text-indent: 0in\;"><span style="font-size:14px\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: Symbol\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: inherit\;">&middot\;<span color:="" margin:="" new="" padding:="" style="border: 0px\; font-style: normal\; font-variant: normal\; font-size-adjust: none\; font-language-override: normal\; font-kerning: auto\; font-optical-sizing: auto\; font-feature-settings: normal\; font-variation-settings: normal\; font-stretch: normal\; line-height: normal\; font-family: " times="" vertical-align:="">&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;</span></span></span><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;">Lacking a retirement income plan</span></span></p>\n\n<p class="x_MsoNormal" style="margin: 0in 0in 0in 0.5in\; font-size: 12pt\; font-family: Aptos\, sans-serif\; color: rgb(36\, 36\, 36)\; text-indent: 0in\;"><span style="font-size:14px\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: Symbol\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: inherit\;">&middot\;<span color:="" margin:="" new="" padding:="" style="border: 0px\; font-style: normal\; font-variant: normal\; font-size-adjust: none\; font-language-override: normal\; font-kerning: auto\; font-optical-sizing: auto\; font-feature-settings: normal\; font-variation-settings: normal\; font-stretch: normal\; line-height: normal\; font-family: " times="" vertical-align:="">&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;</span></span></span><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;">Outdated beneficiary designations</span></span></p>\n\n<p class="x_MsoNormal" style="margin: 0in 0in 0in 0.5in\; font-size: 12pt\; font-family: Aptos\, sans-serif\; color: rgb(36\, 36\, 36)\; text-indent: 0in\;"><span style="font-size:14px\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: Symbol\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: inherit\;">&middot\;<span color:="" margin:="" new="" padding:="" style="border: 0px\; font-style: normal\; font-variant: normal\; font-size-adjust: none\; font-language-override: normal\; font-kerning: auto\; font-optical-sizing: auto\; font-feature-settings: normal\; font-variation-settings: normal\; font-stretch: normal\; line-height: normal\; font-family: " times="" vertical-align:="">&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;</span></span></span><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;">No written financial goals</span></span></p>\n\n<p class="x_MsoNormal" style="margin: 0in 0in 0in 0.5in\; font-size: 12pt\; font-family: Aptos\, sans-serif\; color: rgb(36\, 36\, 36)\; text-indent: 0in\;"><span style="font-size:14px\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: Symbol\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;"><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: inherit\;">&middot\;<span color:="" margin:="" new="" padding:="" style="border: 0px\; font-style: normal\; font-variant: normal\; font-size-adjust: none\; font-language-override: normal\; font-kerning: auto\; font-optical-sizing: auto\; font-feature-settings: normal\; font-variation-settings: normal\; font-stretch: normal\; line-height: normal\; font-family: " times="" vertical-align:="">&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;&nbsp\;</span></span></span><span style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: inherit\; font-optical-sizing: inherit\; font-size-adjust: inherit\; font-kerning: inherit\; font-feature-settings: inherit\; font-variation-settings: inherit\; font-language-override: inherit\; margin: 0px\; padding: 0px\; vertical-align: baseline\; color: black\;">Assuming the business alone will fund retirement</span></span></p>\n\n<p class="x_MsoNormal" style="margin: 0in\; font-size: 12pt\; font-family: Aptos\, sans-serif\; color: rgb(36\, 36\, 36)\;"><span style="font-size:14px\;"><span color:="" font-feature-settings:="" font-kerning:="" font-language-override:="" font-optical-sizing:="" font-size-adjust:="" font-variation-settings:="" margin:="" padding:="" sans="" source="" style="border: 0px\; font-style: inherit\; font-variant: inherit\; font-weight: inherit\; font-stretch: inherit\; line-height: inherit\; font-family: " vertical-align:="">&nbsp\;</span></span></p>\n<span style="font-size:14px\;"><span style="color: rgb(0\, 0\, 0)\; font-family: arial\;">Pete Amrein is a Tax Strategist at Amrein Wealth Strategists with over 11 years of experience specializing in tax strategy\, retirement planning\, and real estate investment. He serves as a member of the Tennessee Home Builders Association and provides investment oversight for the organization&rsquo\;s operating reserves. Based in Knoxville\, Pete lives with his wife\, Maggie\, and their two children and enjoys golfing in his free time.</span></span><br />\n<br />\n<span style="font-size: 14px\; font-family: arial\;"><img alt="" height="300" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/9402/Image/PeteAmrein.jpg" style="width: 200px\; height: 300px\;" width="200" /><br />\n&nbsp\;</span>
LOCATION:221 Clark St. Knoxville\, TN 37921
UID:e.9402.2474
SEQUENCE:3
DTSTAMP:20260922T120358Z
URL:https://members.hbaknoxville.com/events/details/education-series-avoiding-the-financial-mistakes-business-owners-make-2474
END:VEVENT

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