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Baytown ExxonMobil Employees Club Policy for Listing Retirement Seminars

THE POLICY FOR LISTING RETIREMENT SEMINARS WITH BEEC:

This policy will allow all investment companies that are interested in providing a retirement seminar the opportunity to participate and list their company's name. It also removes BEEC from any liability and places BEEC in a role of being a provider of information only.

INFORMATION REQUESTED FROM PARTICIPATING COMPANIES:

If your investment company is interested in holding retirement seminars, please complete the Excel spreadsheet attached to the information email. If you have several seminars planned for the year, it is best to include them all. Send the email at least two weeks before the first of the month. It may take two weeks to get the schedule updated on the website.

Include the month, date, company name, title of seminar, time, location, can guest or spouse attend, cost, is dinner included, contact name for RSVP, contact phone, contact email address, other info on the schedule. Email it back as an attachment and the schedule will be posted on our internet website for members to see.

Mandy Hernandez
BEEC Membership Chair
281-834-1915
Mandy.hernandez@exxonmobil.com

Disclaimer of endorsement and liability:

BEEC does not endorse, sponsor or recommend any product or service by the financial consultant or their company. We assume no responsibility for consequences resulting from the use of, or in any respect, the content of the seminar, the financial consultant, or their represented company.

Example of Seminar Schedule

MONTH DATE COMPANY TITLE OF SEMINAR TIME LOCATION CAN GUEST OR SPOUSE ATTEND? COST? DINNER? CONTACT NAME FOR RSVP CONTACT PHONE # EMAIL ADDRESS OTHER INFO
JANUARY 5 The Retired Millionaires Group How to make and keep a million dollars when you retire. 6:00-8:00 Rich Country Club 549 Golden Gate Blvd. Rich, TX 72852 Yes None Yes Richie Rich 212-555-0808 rurich2@rich.com RSVP
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AUGUST                        
SEPTEMBER                        
OCTOBER                        
NOVEMBER                        
DECEMBER