Brown Bag Lunch Seminar:

Small Business Retirement Plan Options 

Are you a small business or non-profit considering adding a retirement plan to your benefits package for employees? Or are you looking to change your existing plan to meet your current needs?

Are you a sole-proprietor looking to save for your own retirement?

Then pack a lunch and come learn about various 401k and IRA options to consider for your business or organization. Whether you have employees or not, and no matter how you’d like to structure the benefit, this seminar can help you start to understand the types of plans available, how they work, and which might be the best fit for you.

Presenter

Jeremy Caza, Partner, The Carta Group

Jeremy graduated from the University of Rochester where he majored in Economics with concentrations in Finance and Marketing. He began his financial services career with Sagemark Consulting / Lincoln Financial Advisors in 2005 and moved to The Carta Group in early 2015. Jeremy currently works with a wide range of clients in several different states to offer fee based financial planning services. He works primarily with business owners or executive level individuals in providing estate, retirement, investment, and business owner planning strategies from his Syracuse, NY office. Jeremy lives in Auburn, NY with his wife, Melissa, and their two daughters, Madison and Gabriella.