September 24, 2022

Retirement Planning 101: Introduction to Retirement Plans for Business Owners


Do you own your own business or work for a small employer? Have you thought about setting up a retirement plan but gave up because the process was too complex? How do these plans work? Could any of them work for you?

  • 401(k)
  • SEP
  • Defined Benefit Plan
  • Profit Sharing Plan
  • Cash Balance Plan

Steve Pauley is a retired pension actuary who has assisted hundreds of employers in designing, establishing, and administering their retirement plans. Join us on Saturday, September 24 for a free workshop from 11AM until 1PM and take advantage of his expertise. Lunch will be provided. Please register here no later than September 21 so that we make sure we order enough food.

Who should attend?

  • Business owners
  • Advisors (CPAs, Attorneys, etc.)
  • Employees (maybe you can educate your boss)

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