After the Profit: What Business Owners Do With the Money
Schedule
Thu Mar 05 2026 at 11:00 am to 01:00 pm
UTC-06:00Location
2050 Irving Blvd | Dallas, TX
About this Event
When a business becomes profitable, the financial conversation changes.
It’s no longer just about generating income — it’s about how that income is managed, protected, and positioned for long-term outcomes.
Join Blueprint University, PlainsBank, and Hilltop Securities for a focused Lunch & Learn created for business owners stepping into their next level of financial responsibility.
This educational session will provide practical insight into how experienced operators think about money after profitability.
We’ll explore:
• Managing discretionary income with intention
• Tax considerations business owners often overlook
• Retirement and benefit strategies that support tax efficiency
• Alternative investment options beyond traditional portfolios
This is a discussion centered on clarity, structure, and informed decision-making — not speculation.
If your company is producing consistent cash flow and you’re asking, “What should I be doing with the money now?”
this session was built for you.
Who Should Attend
• Business owners with steady or growing profits
• Founders navigating personal income vs. business reinvestment
• Entrepreneurs preparing for taxes, retirement, and diversification
• Leaders ready for disciplined financial strategy
Event Details
📅 Date: March 5
🍽 Format: Lunch & Learn
📍 Location: TBD
🎟 Seating is limited — registration required.
Reserve your seat today and gain clarity on what comes after the profit.
Where is it happening?
2050 Irving Blvd, 2050 Irving Boulevard, Dallas, United StatesEvent Location & Nearby Stays:
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