Webinar Overview

As veteran business owners we have a unique set of benefits provided by the federal government. I will lightly go over a few of these benefits to show they are there. Preparation for retirement is one of the most important and overlooked aspects of saving. In this session I will discuss how to see if you are on track with your retirement savings, and what to do if you are behind. In addition, I will speak about how to effectively pay off debt while saving for retirement. I will also discuss how I can help business owners.

There are many types of retirement plans available, each having their own benefits, that are suitable for different situations. I will discuss the different types of plans and which plan may be best for you and your business. If your business already has an existing plan, I will discuss the importance of evaluating your plan and the fee structure you currently have, how your employees are being educated about the plan and the investment options within the plan.

What Will Attendees Benefit, Overcome or Achieve?

By attending this webinar, you will gain insight on:

FEDERAL PROGRAMS  & BENEFITS

• Federal Certifications
• Employee Benefits
• Funding Programs

PREPARING FOR RETIREMENT

• Are You on Track?
• How to Catch Up if You’re Behind
• Strategies for Retirement Saving

EMPLOYEE  RETIREMENT SAVINGS PLAN

• Types of Retirement Plans and Their Purpose
• Benefits of Employee Education
• Investment Options Within the Plan
• Are the Plan Fees too High?