Retirement Plans for Small Businesses Lunch & Learn
Date and Time
Tuesday Sep 18, 2018
11:30 AM - 1:00 PM EDT
September 18th
11:30 am - 1:00 pm
Location
The Georgian Club
100 Galleria Parkway
17th Floor
Fees/Admission
$16.95 inclues a 2-course lunch
For more information and to register contact Clare Stefan, cstefan@activefinancialgroup.com or call 770-797-5788
Contact Information
cstefan@activefinancialgroup.com
Send Email
Description
On Tuesday, September 18 2018 please join Ed Stefan, MBA, CFP® and John Picardi of Active Financial Group, www.activefinancialgroup.com for a lunch and learn that will provide an overview of the retirement plans available to people who are self-employed or business owners.
A retirement plan can help you and your employees save for the future as well as provide significant tax advantages. There are many retirement plans to choose from, each with unique features. Ed and John will help you make the right decision by reviewing the questions that you’ll need to ask in order to select a plan that is most appropriate for you, your business and your employees. Among the options that will be reviewed are:
- Simplified Employee Pension (SEP)
- SIMPLE IRA
- 401(k) and Profit-sharing
- Individual 401(k)
- Defined Benefit plans
- Traditional vs. Roth Plans
As an employer, you have an important role in helping America’s workers save. You have the opportunity to prepare for your retirement, reduce income tax, and attract and retain employees.
Location: The Georgian Club, 100 Galleria Parkway, 17th Floor, 11:30 to 1:00
$16.95 includes a 2-course lunch
For more information please contact Clare Stefan, cstefan@activefinancialgroup, 770-797-5788
