Event Type Speaker Series
Date
Title
Event Type
All
Advisement Day
CO+HOOTS Advisement Day
CO+HOOTS MESA
CO+HOOTS PHX
Featured Event
Hoot Hour
Member Meeting
Members
Members Only
Office Hour
Side Hustle Saturday
Speaker Series
Waffles and Work
march

Event Details
Participants will learn the similarities and differences between common retirement plans (401k, Solo(k), SEP IRA, SIMPLE). Additionally, participants will understand which plan applies to
Event Details
Participants will learn the similarities and differences between common retirement plans (401k, Solo(k), SEP IRA, SIMPLE).
Additionally, participants will understand which plan applies to which type of business formation (Sole Prop, S-corps, Partnerships). Lastly, advisor will present real-world scenarios to illustrate how each plan works within its perspective type of business entity and how they build wealth while reducing taxes.
Participants will leave this webinar with a better understanding of retirement plan characteristics, tax rules, and how to assess if a plan is a good fit for both their business & personal retirement goals.
Bio:
Gerardo Garcia is a fiduciary wealth advisor specializing in personal financial planning for high-income families, specifically business owners and executives building wealth for the first time. He has over eight years of experience in the financial industry and launched his own Registered Investment Advisory (RIA) two years ago.
Gerardo holds an MBA with a concentration in Financial Management, is a CERTIFIED FINANCIAL PLANNER® professional, and maintains a Series 65 license. Throughout his career, he has focused on providing objective, client-centered strategies to help families navigate complex financial landscapes.
All virtual events are presented by HUUB, a one-stop online resource and support platform for entrepreneurs.
This event is going to be held virtually. Attendees will receive a link to the live stream and worksheets once they have signed up.
Ticket donations go to support businesses through ongoing programs like this one.
We believe in entrepreneurs who are courageous enough to chase a dream, against all odds.
Build an environment for them, and it will elevate us all.
more
Time
(Tuesday) 12:00 pm - 1:00 pm
Reserve Your Spot...
Register here.
Event Details
Fix Your Visibility Gap & get Found, Trusted & Chosen If your business is great but customers aren’t finding you, the
Event Details
Fix Your Visibility Gap & get Found, Trusted & Chosen
If your business is great but customers aren’t finding you, the issue may be visibility. In this session, you’ll learn how to identify where potential customers drop off before they ever contact you and how to fix it.
We’ll cover the key trust signals buyers look for online and how to strengthen your Google presence, clarify your positioning and align your messaging so your business becomes the obvious choice.
You’ll also learn how to build a simple visibility system that works beyond social media by connecting your website, partnerships and email list to create consistent growth.
Key Takeaways
• Identify and close the visibility gaps in your marketing
• Strengthen the trust signals that help customers choose you
• Build a simple system that turns attention into long term c
more
Time
(Tuesday) 12:00 pm - 1:00 pm
Reserve Your Spot...
Register here.
Event Details
Learn how to start a business podcast with a clear concept, simple setup and an easy workflow you can actually stick to. Thinking
Event Details
Learn how to start a business podcast with a clear concept, simple setup and an easy workflow you can actually stick to.
Thinking about starting a podcast for your business but not sure where to begin? In this session, we’ll break down the essential building blocks of a successful business video podcast including defining a clear show concept, creating a simple repeatable episode format and planning content so you don’t run out of ideas after a few weeks.
You’ll also learn the basics of setting up a clean, professional recording setup including what actually matters for video podcasts such as audio, lighting and framing and what you can ignore for now. We’ll walk through a simple workflow for recording, publishing to YouTube and repurposing your episode into audio and short clips.
By the end, you’ll leave with a practical checklist and clear next steps to start or improve your podcast.
Key Takeaways
• Define a clear podcast concept including who it is for, what problem it solves and a repeatable episode format
• Set up a simple professional recording setup with the right audio, lighting and framing
• Follow a basic workflow to record, publish and repurpose your content
more
Time
(Wednesday) 12:00 pm - 1:00 pm
Location
CO+HOOTS MESA
225 E Main St. Ste 201
Reserve Your Spot...
Register here.
Event Details
Participants will learn the similarities and differences between common retirement plans (401k, Solo(k), SEP IRA, SIMPLE). Additionally, participants will understand which plan applies to
Event Details
Participants will learn the similarities and differences between common retirement plans (401k, Solo(k), SEP IRA, SIMPLE).
Additionally, participants will understand which plan applies to which type of business formation (Sole Prop, S-corps, Partnerships). Lastly, advisor will present real-world scenarios to illustrate how each plan works within its perspective type of business entity and how they build wealth while reducing taxes.
Participants will leave this webinar with a better understanding of retirement plan characteristics, tax rules, and how to assess if a plan is a good fit for both their business & personal retirement goals.
Bio:
Gerardo Garcia is a fiduciary wealth advisor specializing in personal financial planning for high-income families, specifically business owners and executives building wealth for the first time. He has over eight years of experience in the financial industry and launched his own Registered Investment Advisory (RIA) two years ago.
Gerardo holds an MBA with a concentration in Financial Management, is a CERTIFIED FINANCIAL PLANNER® professional, and maintains a Series 65 license. Throughout his career, he has focused on providing objective, client-centered strategies to help families navigate complex financial landscapes.
All virtual events are presented by HUUB, a one-stop online resource and support platform for entrepreneurs.
This event is going to be held virtually. Attendees will receive a link to the live stream and worksheets once they have signed up.
Ticket donations go to support businesses through ongoing programs like this one.
We believe in entrepreneurs who are courageous enough to chase a dream, against all odds.
Build an environment for them, and it will elevate us all.
more
Time
(Tuesday) 12:00 pm - 1:00 pm
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