Lunch and Learn—Mansfield

2300 Matlock Road,Mansfield TX 76063

03 November, 2022

Description

Join American National Bank of Texas for a small business "Lunch and Learn." Carol Dogans of ANBTX Investment Services and Joe Long of Benefit Plans Administrative Services will present "Supercharging Retirement Benefits for Business" to interested small business owners and administrators. You’ll learn about the benefits of a retirement plan, business startup tax credits, fiduciary liability pitfalls, and maximizing business owner’s retirement contributions. Lunch at El Primo's Mexican Grill & Cantina will be provided for attendees courtesy of American National Bank of Texas. Please register for your "ticket" to attend as space is limited. American National Bank of Texas and ANBTX Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of Ameriprise Financial Services, LLC offer products and services using ANBTX Investment Services and may also be employees of American National Bank of Texas. These products and services are being offered through Ameriprise Financial, Inc. or its affiliates, which are separate entities from, and not affiliates of American National Bank of Texas or ANBTX Investment Services. Securities and insurance offered through Ameriprise Financial or its affiliates are:Not Insured by FDIC or Any Other Government AgencyNot Bank Guaranteed Not Bank Deposits or ObligationsMay Lose ValueAmeriprise Financial and American National Bank of Texas are not affiliated.ANBTX Investment Services is as financial advisory practice of Ameriprise Financial Services, LLC.Ameriprise Financial cannot guarantee future financial results.Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.Financial planning is generally appropriate if you have financial goals, sufficient assets, and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2022 Ameriprise Financial, Inc. All rights reserved.Your kPlan service provider is BPAS. BPAS is a wholly-owned subsidiary of Community Bank System, Inc. (CBSI, NYSE: CBU).