Closely held businesses have many options in choosing qualified/tax-advantaged plans for employee retirement.
Selecting the correct plan which suits the business and business owner is important – to maximize retirement benefits, manage taxes, and meet other goals of the business owner.
The participants will walk away from the presentation with a basic understanding of the various plans available, and their benefits & limitations.
A smart business owner should always be motivated to maximize their savings and aim toward a secure retirement.
Jeff H. MacDonald, a financial advisor specializing in investments,
retirement plans, financial planning, full service brokerage house with Wells Fargo will host this presentaion.
There is no charge to attend please RSVP by hitting the register button.