Events

Join us for an informative session tailored for small business owners who are looking to understand and navigate the world of retirement planning. Whether you're just starting out or looking to refine your existing retirement strategy, this event will provide valuable insights into different types of retirement plans suitable for small businesses.

We'll cover key topics such as:

• The importance of early retirement planning
• Overview of retirement plan options for small businesses (SEP IRA, SIMPLE IRA, Solo 401(k), etc.)
• Tax benefits and incentives for each type of plan
• Steps to set up and manage your retirement plan effectively

Don't miss this chance to secure your financial future and ensure peace of mind for your golden years.

Who should attend this class? Business owners or sole proprietors at all stages of operation who are seeking actionable steps and practical advice for retirment planning

Presenter: Hsin-Cheng Kuo , CFP ® of Northwestern Mutual is a Certified Financial Planner professional who leads a well-rounded practice that focuses on wealth management and holistic financial planning. Born and raised in Taiwan, she earned a BA in Transportation Management before moving to the US to pursue an MBA from Embry-Riddle.

Cost: Community Pricing $10, $20, $35 (For our webinars, we use “pay what you can” pricing to be accessible to the community.)