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Upcoming Seminars & Workshops

Space is limited … Register Early

CyberSecurity

Speakers: Mike Taylor, Charles Grodecki and Jonathan Krieps

Date: 9/12/2024

Time: 8:00 AM – 8:30 AM Registration; 8:30 AM – 10:00 AM Discussion

Location: Raleigh Country Club

Topics:

  • Small Business Cyber Threats
  • Impacts of Artificial Intelligence
  • Cybercrime Attacks
  • Improvements & Solutions for Current Security
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Healthy Handbook: a Discussion

Speakers: Latisha Newby, Esq., PHR & Marianne Mulvihill, SHRM-CP

Date: 9/19/2024

Time: 8:00 AM – 8:30 AM Registration; 8:30 AM – 10:00 AM Discussion

Location: Raleigh Country Club

Topics:

  • How often should a handbook be updated
  • State leave requirements
  • Employment status
  • Work hours/Pay
  • Code of conduct
  • Anti-harassment & non-discrimination policies
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Tax Planning

Speaker: Jonathan D. Adams, CPA & Kevin May, Attorney

Date: 10/16/2024

Time: 8:00 AM Registration; 8:30 AM – 10:00 AM Discussion

Location: Raleigh Country Club

Topics:

  • Entity Selection – C Corp, S Corp, Partnership
  • The Importance of Good Bookkeeping and Records
  • Estates & Trusts
  • Tax Planning
  • Real Estate
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More Events Coming Soon…

We strive to host monthly roundtables on topics of interest to business owners utilizing outside experts. Roundtables are typically held on the 2nd or 3rd Thursday of the month, but dates/times may vary depending on outside expert availability. The prior are known, upcoming events – but others are often in the works. If there is a topic that interests you, please let us know. If you would like to be notified of future events, please send us an email with that request. Events@Jones-Insurance.com

Suggestions Welcome!

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