SCORE Orange CountySCORE
SCORE
SCOREA Network of Business Knowledge and Experience

Follow Us:
  
  
  







SCORE is a resource partner with the SBA

 View Workshop
 
Retirement Planning For Small Business Owners
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:July 27 2017, Thursday, from 10:30 AM to 1:30 PM
Cost:No Cost
More Info:


CONCERNED ABOUT ATTRACTING & RETAINING TALENTED EMPLOYEES… CAN’T KEEP UP WITH TAX LAW CHANGES… NOT YET PLANNED FOR YOUR OWN RETIREMENT?

Learn easy and inexpensive ways to retain key employees in a competitive marketplace, find income and tax shelters you can use, and determine the right way to prepare for your own retirement. If you're a small business owner for 5 years without a retirement plan in place this workshop is definitely for you!

Small businesses have generally not been very successful in terms of providing opportunities for their employees to save for retirement. Many still believe they can’t afford to do so. Only 44% of small businesses offer retirement plans. Lots of business owners are so busy working in their businesses they haven’t even taken time to plan for their own retirement, let alone keep up with the constant tax law changes which affect retirement planning in general. So what’s the best plan for your business, the best plan for you as an owner? It might be a SIMPLE IRA, SEP IRA, SOLO 401k, Roth 401k or Defined Benefit Plan. What are the advantages and disadvantages? If you currently have a retirement plan, is it still the best choice? Have you done your annual retirement plan “checkup”? We all need a clear plan, a road map to the future. This workshop will help you understand which retirement plans you should use for the best results.

Mandy Woo of SCORE presents this workshop. Mandy is a Certified Financial Planner (since 2005) and business owner herself (since 2011). She has helped many individuals, families and small business owners achieve their financial goals and preserve their wealth through customized, comprehensive, strategic financial planning for over 16 years. Mandy holds a Bachelor Degree in Investment Finances (in 2000) and a Master Degree in Taxation (in 2008). She also holds General Security, Insurance, and Investment Advisor licenses.

(Registration/Check-in 10:00 to 10:30 PM)
 
Privacy Policy & Disclaimer