Wisdom Wednesday: Retirement Plan Options

Date and Time

Wednesday Aug 16, 2023
1:00 PM - 2:00 PM MST

Location

CrossCountry Mortgage - Oro Valley
1335 W. Lambert Lane, Suite 165

Fees/Admission

Free for members, $25 non-members
No refunds but substitutions gladly accepted with notification.

TODO
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Description

Thinking about adding a retirement plan as an incentive to attract and retain employees for your company? Uncertain about which retirement plan is best for you or your company? What are advantages, costs, and disadvantages of choosing a 401K, Simple IRA, or SEP program? How will the Secure Act 2.0 affect you? 

Find out all this and more at our next Wisdom Wednesday event, hosted by Mary Schulz from Schulz Financial Group. Hurry and sign up today as space is limited!

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