Bank on your Business Success: Buy Stock in Your Startup

See our online calendar at: www.zionsbank.com/brcworkshops SPECIAL WORKSHOP WITH GUEST PRESENTER Bank on your Business Success: Buy Stock in Your Startup – Tuesday, March 30, 2021 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 surer 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 Teams technology 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 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. Webinar Details: • Date: Tuesday, March 30, 2021 • Time: Noon to 1:00 p.m. • Cost: Complimentary, but you must register to reserve a virtual seat • Place: Virtual session using Teams technology • Register: via Eventbrite or call 801- 844-7900 o https://www.eventbrite.com/e/bank-on-your-business-success-buy-stock-in-your-startup-tickets-144054758661 The workshop, “Bank on your Business Success: Buy Stock in Your Startup,” is offered for informational purposes only, and should not be construed as legal or other professional advice. Consult with an attorney or other professional concerning your own needs and circumstances. The views and opinions expressed by the speaker are not necessarily those of Zions Bank®, its parent or affiliates. Zions Bank is a division of Zions Bancorporation, N.A., Member FDIC.