Business Retirement Plan Establishment Guidelines for Small Business Owners
Date and Time
Thursday Jul 12, 2018
6:00 PM - 9:00 PM PDT
Thursday, July 12, 2018
6:00 p.m. to 9:00 p.m.
Check-in: 1/2 Hour Before Workshop
Location
Fullerton Public Library (VM Hawkins)
353 W. Commonwealth Ave
Fullerton, CA 92832
Fullerton Public Library Main Branch (VM Hawkins) 353 W. Commonwealth Ave Fullerton CA 92832
Fees/Admission
Limited seating, save yours
Click Here to pre-register
Walk-ins Please Bring A Business Card
Website
Description
This workshop is to help small business owners design and set up the proper business retirement plans for themselves and their employees to achieve retirement saving goals.
You will learn or check in the following areas:
1. General concepts for retirement planning
2. Type of IRAs business can set up
3. Type of defined contribution plans like 401k and 403b, profit sharing, safe harbor and solo 401k, etc.
4. Type of Defined benefit plan like: cash balance pension plan
Mandy Woo is the presenter of this workshop. She has been a SCORE volunteer since 2006. Mandy, herself is a business owner, certified financial planner and educator. She has extensive years of experience in wealth preservation as well as strategic retirement, financial and tax planning for high net worth individuals, families and business owner since 2001. Mandy was educated in US and China.
