September Chapter Meeting

September 26, 2018
11:30 AM - 1:00 PM
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Pappadeaux at La Cantera
15715 I-10
San Antonio, TX 78257

Salt Creek - 'How Financial Advisors Can Use a Loan to Grow Their Business'

Don HaukDon Hauk, Senior Loan Advisor with Salt Creek, will cover:

  1. How to work with the SBA
  2. Using a loan to
    • Buy a practice
    • Buyout a partner
    • Buy a book of business
  3. How long  does it take to get a loan
  4. What type of collateral is required
  5. Insider tips for the best terms
  6. How to prepare for financing

Salt Creek is a national lending vertical exclusively serving financial advisors and RIAs.  Salt Creek is a division of First State  Bank Nebraska, an SBA award-winning lender. 

Registration Deadline: Monday, September 24


$25.00 FPA Members

$40.00 Guests/Non-Members

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