We are here to educate you on the basics of retirement plans and how to implement a successful plan at your company. Enjoy Lunch & Learn optimal savings strategies, how
We are here to educate you on the basics of retirement plans and how to implement a successful plan at your company. Enjoy Lunch & Learn optimal savings strategies, how to reduce tax liability, and what options are the best fit for you today and in the future as your company grows.
Here are some of the areas we will be discussing during the lunch and learn:
- Taxes now or taxes later (Traditional vs. Roth options)
- Optimal savings targets
- Which retirement plan is the best option for your business today?
- Which plan might be best in the future as your business grows?
- CalSavers and compliance issues
Join us to learn retirement plan basics as well as some complex plan design options.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.
(Wednesday) 11:30 am - 1:00 pm
26491 Summit Circle
Tara White[email protected]
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