Maximizing Your Workplace Retirement Plan: Strategies for Business Owners
Session Description:
Whether you currently offer a retirement plan or are considering one, this session will focus on how to get the most out of it.
We’ll cover practical strategies to help business owners:
- Improve tax efficiency
- Strengthen employee benefits and retention
- Diversify wealth beyond the business
- Evaluate and optimize an existing plan
We’ll also break down the key plan types (SEP, SIMPLE, 401(k), etc.) and share insights on how to align your plan with your business goals, workforce and cash flow.
Attendees will walk away with clear, actionable ideas to either enhance their current plan or better understand their options moving forward.
Presenters:
Mike Powell – Financial Advisor, Edward Jones- focuses on helping business owners build long term wealth by aligning business and personal financial decisions, improving tax efficiency, and creating disciplined long-term investment strategies.
Chris Richie – Financial Advisor, CFP, Edward Jones – is a certified financial planner and has extensive experience working with business owners and helping design workplace retirement strategies tailored to their goals and workforce needs.
Additional Details:
- Educational and interactive format with time for Q&A
- Designed for both business owners with existing plans and those exploring options
- Supporting materials provided for attendees
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