- This event has passed.
Retirement Plans for Small Businesses
and the Self-Employed | Lunch n’ Learn Session
Wednesday, June 22, 2016 @ 12:00 pm - 1:00 pm
Self-employed or own a a small business? Then this Lunch n’ Learn seminar is for you!
It will profile the various types of retirement savings plans that may serve you (and your employees’) needs and cover topics such as: costs, tax benefits, and more!
This is a hands on working seminar. Please make sure to bring the following:
- A calculator
- Information about your budget
- Assets and expenses
(There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.)
After the event we will have a 30-minute Q&A networking session with refreshments so you get to meet and chat with those who are attending this event.
When: Wednesday, June 22, 2016
Time: 12:00pm-1:30pm
Where: 20 Airport Rd, Suite B2
Admission: Free
Instructor:
Katherine Petrelli | Financial Planner & Investment Advisor
Katherine is a Registered Representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through National Wealth Management Group, LLC, a registered investment advisor and a separate entity from LPL Financial.
Seating is limited. If you would like to reserve your seat please fill out the form below or call 386.361.4422
