Retirement Plans for Small Businesses Lunch & Learn
Name:
Retirement Plans for Small Businesses Lunch & Learn
Date:
September 18, 2018
Time:
11:30 AM - 1:00 PM EDT
Event 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:
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
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
