Retirement Options for Small Businesses

Date & Time: August 21, 2024, 6:00 pm - 8:00 pm PDT

Language: English

Event Provider: Micro Enterprise Services of Oregon (MESO)

Duration: 120 minutes

Location: Online [Live virtual event]

Cost: Free

REGISTRATION: Click here to register for this class.

About this Event: Increasing life expectancy, rising health and long-term care expenses, decreasing government benefits and inflation are all factors that make retirement planning vital for financial security. Taking advantage of retirement tax benefits is one method to increase your savings and investments. BUT WHERE DO YOU START? This class will cover investment diversification, mutual funds and a low-cost way to add a major employee incentive. We will specifically explain:

SIMPLE IRASEP IRA401(k)Safe Harbor 401(k)Solo K PlanProfit SharingNon-Traditional Profit-Sharing plansDefined BenefitNon-qualified Deferred Compensation.

Instructor: Leslie Warren, a Registered Investment Advisor and member of FINRA/SIPC. With over 20 years of retirement advising and banking experience. Leslie is a current member of MESO's loan committee.

Invesco Retirement Plans for Small Businesses

If you have questions about which retirement plan would be best for your small business, you will want to attend this seminar. We will discuss 3 important topics:

1. Major misconceptions that keep many business owners from putting together the kind of retirement strategy they need

2. The benefits of a retirement plan from the perspective of the employee and the employer

3. A comparison of the different types of retirement plans available to small business owners so you can make an informed decision on which would be in the best interest of yourself and your business.