Date & Time:

Thursday, July 12, 2018 from 6:00 PM to 9:00 PM PDT
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Location:

Fullerton Public Library Main Branch
353 W. Commonwealth Ave
Fullerton, CA 92832
Driving Directions

Walk-ins Please Bring A Business Card

A no-charge event sponsored by:

Fullerton Library

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration

SBA/SCORE
5 Hutton Centre Drive, Ste 900
Santa Ana, CA 92707
www.score114.org

Business Retirement Plan Establishment Guidelines for Small Business Owners

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. This can be part of your benefit packages you can offer to attract, retain your key employees and be compatible among your peers.

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.

(Registration/Check-in 5:30 to 6:00 PM)

Limited seating, save yours

SCORE services are provided on a non-discriminatory basis without regard to race, gender, national origin or disability